A complete list of active advisors currently associated with Norberg Capital Management, LLC

Warmer can help you find a great advisor at Norberg Capital Management, LLC or one who fits your needs even better.

Norberg Capital Management provides discretionary portfolio management primarily to high‑net‑worth individual investors through separately managed accounts, charging asset‑based advisory fees. The firm does not offer financial planning or hourly consultation services and generally looks for managed account relationships at or above a $100,000 threshold. Its stated objective is to produce consistent income and portfolio appreciation with lower volatility than the S&P 500 by emphasizing interest, dividends and capital gains, maintaining generally long holding periods and a relatively low turnover profile. The firm does not use margin or leverage, may hold significant cash defensively, and manages accounts on a discretionary basis while custodians hold client assets. Distinctive for a supported‑firm peer set, Norberg serves a narrowly focused client base (a very small roster of high‑net‑worth individuals) and does not include non‑HNW individual clients in its practice. The brochure also discloses that the adviser receives research from its broker‑custodian (RBC Capital Markets) and may receive mutual fund 12b‑1 compensation, does not participate in wrap fee programs, and does not intend to vote client proxies.

To learn more about the advisors currently working at Norberg 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.