A complete list of active advisors currently associated with Powers Capital Management

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

The firm serves primarily families and individual investors, and also works with trusts and small-business owners, providing discretionary portfolio management, comprehensive financial planning, and consulting. It recommends and implements investments such as mutual funds, ETFs, individual equities, fixed income and CDs, and may advise on assets held outside the primary custodian, including contracts with insurance underwriters. Investment advice is tailored to each client’s goals and risk tolerance and combines model-provider research with multiple analytical approaches including cyclical, fundamental, technical analysis and Modern Portfolio Theory. The firm implements both strategic and tactical asset-allocation approaches, uses model-driven and proprietary security selection, and may include alternative vehicles such as REITs, MLPs and closed-end funds in multi-asset portfolios. Notably, the firm is affiliated with a licensed insurance agency and discloses that insurance sales are commissionable and consume about 25% of its time, which the brochure identifies as a potential conflict of interest to be disclosed to clients and kept separate from advisory fee arrangements. The firm also recommends a single institutional custodian (Charles Schwab), exercises limited custody for a subset of clients, and follows Pennsylvania-specific invoicing and fee-deduction procedures when it debits advisory fees.

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