A complete list of active advisors currently associated with Murray Street Capital Advisors, LLC
Warmer can help you find a great advisor at Murray Street Capital Advisors, LLC or one who fits your needs even better.
Murray Street Capital Advisors provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. In addition to portfolio management and planning, the firm offers retirement‑plan advisory services that include ERISA 3(21) investment oversight, investment policy statement design, vendor analysis and participant enrollment/education support. The firm constructs customized portfolios primarily using diversified mutual funds and ETFs and may include individual stocks or bonds when appropriate, offering both discretionary and non‑discretionary management. Its process combines a long‑term strategic allocation with a tactical asset‑allocation overlay and employs fundamental, technical, charting and cyclical analysis; Murray Street may also recommend unaffiliated independent managers when suitable. Noteworthy distinctions disclosed in the brochure are that certain advisory personnel are also licensed insurance professionals who may earn commissions for insurance sales, which the firm identifies as a potential conflict of interest. The practice of serving corporate/business clients and acting in ERISA fiduciary roles for retirement plans, alongside standard individual wealth management, is less common among peer independent advisers.
To learn more about the advisors currently working at Murray Street Capital Advisors, 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 |
|---|---|---|
Fort Lauderdale, FL
| 19
|
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