A complete list of active advisors currently associated with Modell Capital Management LLC

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

Modell Capital Management LLC provides discretionary asset management to a broad mix of individual and institutional clients, including trusts, retirement plans, foundations, endowments, business entities, tax‑exempt organizations and insurance companies. The firm offers portfolio management across equities, fixed income, mutual funds, ETFs and private funds and will assist clients with aspects of their overall financial plan and coordinate with other professionals when requested. Investment decisions are guided by a quality- and valuation‑driven equity process focused on long‑term compounding, analyzing potential investments through business quality, financial quality and capital allocation lenses and seeking a margin of safety before committing capital. Its fixed‑income approach emphasizes capital preservation and income through laddered maturities, investment‑grade corporates and municipal bonds (with a majority of municipal holdings described as state general obligations rated AA or higher), and portfolios are constructed from complementary strategies such as Equity Core, Equity Appreciation, Fixed Income Core and Enhanced Yield. Notable features for a team firm include managing approximately $1.88 billion in discretionary assets while operating with a relatively small advisory team, resulting in an unusually high assets‑under‑management per advisor profile compared with peers, and the firm’s explicit service to insurance company clients, which is uncommon among similar firms. The brochure also discloses that the firm does not participate in wrap fee programs, does not accept sales‑based compensation, and recently amended its ADV to report the end of a prior affiliation, which may leave legacy holdings from that affiliation in some client accounts.

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