A complete list of active advisors currently associated with Mi4 Capital, LLC

Warmer can help you find a great advisor at Mi4 Capital, LLC or one who fits your needs even better.

Mi4 Capital serves institutional and pooled-vehicle clients as well as separately managed accounts, providing investment management alongside bundled financial planning. The firm also produces and sells research reports and bespoke consulting projects to institutional investors on a fixed-fee or subscription basis. Its investment approach emphasizes strategic and tactical asset allocation combined with opportunistic, value-oriented security selection, attention to free cash flow, and exposure to long-term growth themes, implemented through individual securities, mutual funds and ETFs. Mi4 describes a disciplined, long-term process that generally avoids market timing, monitors tax and asset-location effects, and may manage accounts on a discretionary basis with performance-based fee arrangements available for qualified purchasers. What is distinctive for the firm is its dual revenue model—acting as a manager of private funds and separately managed accounts while selling research and consulting products to other institutional investors—which is uncommon among peers. The firm also adopts specific conflict-mitigation measures for its research coverage (prohibiting analysts and household members from owning covered securities and not trading covered companies in managed accounts) and reported no discretionary net assets under management as of May 14, 2024.

To learn more about the advisors currently working at Mi4 Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.