A complete list of active advisors currently associated with Mos Capital, Inc.

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

MOS Capital, Inc. is an independent registered investment adviser that provides discretionary portfolio management and financial planning on a fee-only basis to individuals, trusts, endowments, foundations, corporations and other money management firms. The firm manages approximately $230 million with two primary advisors and serves both individual and high‑net‑worth clients, typically managing each account separately under a written investment policy statement. MOS describes its management style as “Growth & Income,” emphasizing dividend‑paying large‑company stocks and investment‑grade bonds to pursue income production alongside capital appreciation. The firm applies a passive, mathematical discipline—using formulas and technical measures to generate timing and rebalancing signals—prefers long holding periods, and does not pursue small‑cap, futures, commodities, or other alternative strategies. Noteworthy features include a small advisory team overseeing over $200 million in assets and a formal requirement that each account have a customized investment policy; MOS also waives financial planning fees for clients who engage the firm for asset management. Operationally, the firm is majority led by a founding partner in Florida while a relationship manager is based in Portland, OR; MOS operates as a fee‑only adviser without performance fees and typically custodies client assets at Fidelity, utilizing institutional research and platform services.

To learn more about the advisors currently working at Mos Capital, Inc., 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.