A complete list of active advisors currently associated with Mustang Capital Management, LLC
Warmer can help you find a great advisor at Mustang Capital Management, LLC or one who fits your needs even better.
Mustang Capital Management provides discretionary investment supervisory services to individuals, high-net-worth clients, trusts, estates and charitable organizations. The firm manages individually tailored accounts and allows clients to impose written restrictions on particular securities or sectors. The firm pursues long-term capital appreciation through fundamental analysis, seeking underpriced securities using metrics such as price-to-earnings, cash flow and return on equity. Portfolio implementation spans large- and small-cap stocks and includes special situations and turnaround opportunities, with the principal reviewing accounts weekly and reallocating holdings as conditions warrant. Notably for a small, single-advisor independent practice, Mustang Capital explicitly accepts charitable organizations alongside individual and trust clients and integrates special-situation investing into its core strategy. The firm operates with discretionary trading authority, commonly directs custody to Schwab Advisor Services, and maintains a formal Code of Ethics with personal-trading oversight.
To learn more about the advisors currently working at Mustang 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 |
|---|---|---|
Boerne, TX
| 23
|
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