A complete list of active advisors currently associated with Neumeier Capital Management, Inc
Warmer can help you find a great advisor at Neumeier Capital Management, Inc or one who fits your needs even better.
Neumeier Capital Management is an independent, privately owned investment adviser that provides discretionary and non‑discretionary investment supervisory services to individuals, corporations, employee benefit plans, foundations and endowments, and also offers occasional financial planning. The firm serves a small client roster and maintains a stated minimum account size of $1,000,000. The firm follows a value‑oriented investment approach that seeks securities trading below a defined range of intrinsic value, using historical valuation ratios and analysis of durable competitive advantages to inform buy and sell decisions. For smaller accounts it typically emphasizes no‑load mutual funds, while larger portfolios generally favor individual U.S. common stocks; the firm may also use closed‑end funds, ETFs and other instruments for specific exposures or hedging. Distinctive features include the firm's reported use of borrowing and derivatives within separately managed accounts — practices that are uncommon among independent solo advisers — and the inclusion of charitable organizations, foundations and endowments among its clients. Operationally, the firm aggregates trades across client accounts with stated allocation procedures, conducts monthly account reviews and an annual review of trade allocation impacts, and operates with a small, single‑advisor structure.
To learn more about the advisors currently working at Neumeier Capital Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Concord, MA
| 32
|
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