Moler Capital Management

Moler Capital Management is an SEC‑registered advisory firm that provides discretionary investment management and related advisory services to individuals (including high‑net‑worth clients), trusts and estates, retirement plan participants, charitable organizations, and select businesses. The firm manages roughly $204 million across under 100 client relationships and, in limited circumstances through an affiliated entity, offers trustee services for separate compensation.

The firm’s investment approach follows Modern Portfolio Theory, using broadly diversified mutual funds and ETFs, target asset allocations, and periodic rebalancing with a focus on long‑term holdings and dollar‑cost averaging. Uncommonly for peers of its size, Moler Capital largely implements portfolios using Dimensional Fund Advisors (DFA) mutual funds and generally avoids buying individual equity or bond securities except as a client accommodation, relying substantially on DFA’s fund analyses.

Notable distinctions include a multi‑decade operating history and a concentrated advisor team that aggregates household balances for fee breakpoints and sometimes manages related family accounts without charge. The combination of an emphasis on DFA fund lineups, limited use of individual securities, and the availability of trustee services through an affiliate makes the firm’s investment universe and service mix narrower and more specialized than many supported firms.