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

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

Platler Capital Management LLC provides investment management, financial planning, and general consultation services to individuals, high-net-worth clients, trusts, estates, and individual retirement plan participants. Engagements may include an investment policy statement, ongoing monitoring, and periodic portfolio reporting or ad hoc consultations depending on client needs. The firm manages client portfolios on a primarily non-discretionary basis, requiring client approval before effecting transactions and typically reviewing accounts annually while encouraging more frequent (quarterly) contact. Investment decisions draw on fundamental and technical analysis and may employ tactical asset allocation, cash as a strategic asset, long-term holding, and dollar-cost averaging. As a small, single-advisor registered investment adviser with roughly $28 million in assets under management across about 53 client accounts, the firm’s emphasis on non-discretionary, client-directed trading is a notable divergence from most independent peers. The brochure also discloses that the managing member actively trades derivatives and underlying securities for personal accounts and that the firm does not take custody of client assets or exercise proxy voting for clients.

To learn more about the advisors currently working at Platler 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.