A complete list of active advisors currently associated with MTH Trading & Capital Management, LLC
Warmer can help you find a great advisor at MTH Trading & Capital Management, LLC or one who fits your needs even better.
The firm provides ongoing portfolio management and Investment Supervisory Services for individual and high-net-worth clients, preparing an Investment Policy Statement for each relationship and implementing asset allocation, security selection, and regular portfolio monitoring. It limits management to equities, bonds, fixed income, ETFs, and government securities and typically operates with discretionary trading authority to execute client strategies. The investment approach combines charting, fundamental, technical, and cyclical analysis and employs a range of strategies including long- and short-term trading, short sales, and options writing (including covered and uncovered positions). Clients receive documented investment policy statements and regular account reports, and the firm states that accounts are reviewed on a weekly basis by its investment reviewer. Noteworthy features relative to many peers include the explicit use of short sales and options writing at this firm size and a firm policy that clients must use its recommended custodian (TD Ameritrade Institutional), a practice the brochure notes can limit client-directed brokerage and potentially affect execution. The brochure also discloses a prior state regulatory consent agreement related to ADV filing and billing practices (resolved with an administrative assessment), while stating the adviser does not currently take custody of client assets and does not participate in wrap-fee programs.
To learn more about the advisors currently working at MTH Trading & 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.
Name |
Location |
Years of experience |
|---|---|---|
Naples, FL
| 16
|
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