A complete list of active advisors currently associated with Mt. Timp Capital
Warmer can help you find a great advisor at Mt. Timp Capital or one who fits your needs even better.
Mt. Timp Capital provides asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans, and it may advise on private placements, alternative investments, and variable-annuity sub‑accounts. The firm currently operates with a single advisory professional and reports no assets under management as of the most recent filing. The firm’s investment process relies on fundamental analysis and a value-investing orientation, documenting client objectives in Investment Policy Statements and implementing long- and short‑term strategies; Mt. Timp Capital does not exercise discretionary trading authority and obtains client consent before effecting trades. It also offers pension consulting and limited-scope financial-planning engagements, including hourly consulting arrangements for specific topics. Mt. Timp Capital’s principal combines credentials as a licensed attorney and a certified public accountant and provides ancillary legal and tax/accounting services subject to conflict checks and restrictions, a combination that is uncommon among peers. The firm also intends to publish books, periodicals and a subscription newsletter and to run seminars and workshops on value investing, and it accepts prepayment for those non‑advisory publications and educational services — features that are statistically rare for firms in this category.
To learn more about the advisors currently working at Mt. Timp Capital, 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 |
|---|---|---|
Winnetka, CA
| 3
|
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