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

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

Mordkovich Capital, LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals. The firm offers discretionary portfolio management and tailored financial plans based on each client’s goals, time horizon, and documented investment policy statement. The firm’s investment process combines charting and fundamental analysis and may use a range of trading strategies, including long- and short-term trading, short sales, margin, and options writing. Mordkovich Capital generally requests discretionary authority to implement portfolio decisions and conducts periodic reviews at least quarterly. Distinctive features include a small, single-advisor practice managing roughly $25.6 million for a limited client base and an uncommon willingness among peers to offer performance-based fees to accredited/qualified investors calculated on net profits above a high-water mark and billed on a periodic basis. The firm also manages both performance-fee and non-performance-fee accounts (noting steps to avoid preferential treatment) and custodial relationships chosen for low transaction costs.

To learn more about the advisors currently working at Mordkovich 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.

Name	Location	Years of experience
Roman Mordkovich	Westfield, NJ	13

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