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

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

Normandy Capital Management serves individuals (including high-net-worth clients), pensions and profit-sharing plans, trusts, estates, charities, and other businesses, working with roughly 180 clients and managing about $67.9 million in discretionary assets. The firm provides ongoing investment management, financial planning (including “Wealth Strategy Designs”), and retirement-plan advisory services, and it offers participant education and group enrollment meetings for plan sponsors. The firm uses an active, asset-allocation framework implemented under written Investment Policy Statements, employing fundamental, technical, cyclical and charting analyses to build diversified portfolios and exercising discretionary authority with periodic reviews and typically quarterly rebalancing. Financial planning engagements are described as intended to be “living and breathing,” with deliverables and reviews available in‑house or online and customary custodian statements and three‑month performance reports provided to clients. Noteworthy compared with many team firms, Normandy’s brochure discloses that it may permit borrowing in separately managed accounts and that it conducts educational seminars or workshops, including participant education for retirement plans—practices that are less common among peers. The firm’s advisory team also includes a licensed CPA and multiple insurance‑licensed representatives, and it combines in‑house tax and insurance capabilities with subadvisory relationships and use of custodians and fund families such as Schwab and Capital Group in implementing client strategies.

To learn more about the advisors currently working at Normandy 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.