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

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

The firm advises individual and high‑net‑worth clients through discretionary asset management, primarily implementing a growth-oriented, “private equity in public markets” investment strategy that emphasizes concentrated equity positions and fundamental analysis. It manages client accounts on a discretionary basis and historically has had involvement with pooled investment vehicles and a private fund that was recently dissolved. Investment approach centers on long‑term, concentrated holdings selected for revenue and earnings growth, with regular (at least monthly) portfolio reviews and rebalancing as needed. The firm also employs derivatives in separately managed accounts — including deep‑in‑the‑money call options as a stock‑replacement technique, covered calls, option spreads, and index or VIX‑based puts for market hedging. Noteworthy for a small, single‑advisor independent firm is its prior role in sponsoring a private fund and an affiliation with an entity that provides investment management to private funds, activities that are uncommon among peers of this size. The firm’s principal also devotes a substantial portion of time to an unrelated engineering business, and the combination of private‑fund experience and routine use of options and volatility instruments differentiates its service mix from many similar advisers.

To learn more about the advisors currently working at Norfield Capital, 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.