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

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

Norcross Capital Management provides discretionary portfolio management exclusively for individual and high-net-worth clients and does not offer financial planning or consulting services. The firm operates with a very small client base and assets under management, which results in highly individualized account handling and reporting arrangements. The firm follows a value-oriented, absolute-return, bottom-up investment approach that is benchmark-agnostic and may include small- and micro-cap equities, concentrated portfolios, and opportunistic use of margin, short sales, and options. The portfolio manager invests alongside clients and typically holds the manager’s highest-conviction ideas as the largest positions across client accounts. Distinctive operational features include a requirement that client accounts use Interactive Brokers for custody and execution and an absence of soft-dollar receipt or outside research arrangements. Norcross does not invest in cryptocurrencies, does not apply ESG criteria in its process, does not publish regular research reports, and issues an annual letter as its primary formal client communication.

To learn more about the advisors currently working at Norcross 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.