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

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

Middle Street Capital provides ongoing portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, and pension and profit-sharing plans (including 401(k) plans). The firm documents client objectives and constraints in Investment Policy Statements and typically manages accounts on a discretionary basis across taxable and tax-advantaged accounts. The firm follows an evidence-based, long-term investment approach grounded in Modern Portfolio Theory, emphasizing broad diversification through low-cost index funds and ETFs and avoiding systematic active security selection or frequent market timing. Portfolios are tailored to each client’s IPS and may employ tactical techniques such as tax-loss harvesting, asset location optimization, and the selective use of buffered or defined-outcome ETFs. A distinguishing feature is the firm’s work with institutional-style retirement arrangements and the development of PensionOne, a turnkey Cash Balance Plan consulting and administration service that coordinates investment advice, an enrolled actuary, a third‑party administrator, a custodian, and a CPA. The firm notes that PensionOne currently operates as a business activity of the advisory and that a minority of advisor time is devoted to that service, while the firm is also transitioning to SEC registration.

To learn more about the advisors currently working at Middle Street 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.