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

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

Occam Capital Management provides discretionary investment management and separate hourly investment consulting to individuals, high-net-worth clients, pensions, trusts, and estates, managing roughly $67.4 million across about 147 client relationships. The firm offers portfolio construction across equities and fixed income and can provide limited financial-planning reports on request without charging a separate planning fee. The investment process blends a top-down analysis of global economic factors with a bottom-up, fundamental value discipline applied across small-, mid-, and large-cap equities, seeking long-term appreciation while maintaining a core of dividend-paying holdings. Its fixed-income approach emphasizes investment-grade instruments, maturity laddering and holding bonds to maturity, while selectively incorporating lower-rated debt when there is an identified potential for credit improvement; the firm generally avoids derivatives and complex hedging strategies. Noteworthy aspects include a standalone hourly consulting offering distinct from ongoing management and a practice of preparing complimentary income-related reports despite not providing comprehensive financial plans. The firm operates on an institutional custody and trading platform that provides back-office and research support, maintains written proxy-voting and ethics policies, and has a principal who holds the CFP designation.

To learn more about the advisors currently working at Occam 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.