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

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Precession Capital Management provides discretionary and non-discretionary portfolio management through separately managed accounts to high-net-worth and institutional qualified investors and does not generally serve non‑HNW retail individuals. Services center on credit-focused portfolio management and the preparation of an Investment Policy Statement for each client; the firm also indicates an intent to offer investment advice to private funds in the future. The firm pursues a macro‑informed, absolute‑return oriented approach, using economic analysis to set asset allocation, sector weightings and duration consistent with each client’s IPS. Investment selection combines fundamental, technical and relative‑value analysis and frequently targets credit‑sensitive fixed income instruments traded over‑the‑counter, where liquidity and price transparency can be limited. What is distinctive about the firm relative to many independent peers is its use of performance‑based fees for qualified clients, along with documented procedures intended to manage the attendant side‑by‑side allocation conflicts. Its client base and strategy are comparatively specialized: a small number of accounts invested primarily in non‑investment‑grade MBS/ABS, whole loans and other distressed credit instruments rather than broadly diversified retail equity or mutual‑fund portfolios.

To learn more about the advisors currently working at Precession 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.