A complete list of active advisors currently associated with Minnick Capital Management

Warmer can help you find a great advisor at Minnick Capital Management or one who fits your needs even better.

Minnick Capital Management provides discretionary portfolio management and investment counseling for individual investors, trusts, retirement plans and charitable organizations. The firm offers managed accounts for clients who seek ongoing portfolio oversight and also provides hourly counseling services that carry no account minimums. The firm’s investment process blends fundamental and technical analysis to identify primary market trends and attractive industry groups, with client portfolios tailored to growth/income or income/growth objectives. Client accounts are monitored daily and reviewed weekly using proprietary analysis reports to guide trading, timing and tax-sensitive decisions such as realizing or deferring gains and coordinating gifts of appreciated securities. Notable aspects of the firm include its solo-practitioner structure with a principal who is both a licensed attorney and a CFA Institute member, an uncommon combination among peers. Minnick operates on a fee-only basis, using percentage-of-assets billing for managed accounts and hourly billing for counseling, does not accept outside commissions, and does not act as a private fund adviser.

To learn more about the advisors currently working at Minnick Capital Management, 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.

Name
Location
Years of experience
John Minnick profile photo John Minnick
Topeka, KS
47
Warmer team member

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