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

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

Prestonwood Capital Management, LLC is a state-registered, independent investment adviser that provides discretionary portfolio management and ongoing investment advice to individuals (including high net worth clients), trusts, estates, corporations and other business entities, and also accepts institutional clients. In addition to asset management, the firm offers targeted financial advisory services such as cash flow and retirement planning, tax-efficient distribution strategies, estate and insurance planning, annuity reviews and education planning. The firm’s investment approach emphasizes customized asset allocation and fundamental security analysis supplemented, on a limited basis, by technical analysis; portfolios are tailored to client goals, risk tolerance and tax considerations and documented with investment policy statements for institutional clients. Portfolio construction typically blends diversified equity and fixed income holdings (with a bias toward large-cap equities and investment-grade bonds), use of ETFs and publicly traded REITs for real estate exposure, minimal leverage, and a buy-and-hold orientation for many fixed income positions. Noteworthy for a small independent adviser, Prestonwood maintains outside real estate brokerage activity—one supervised person holds multiple state real estate licenses and the firm’s disclosures list affiliated real estate businesses—which the firm addresses through its code of ethics and disclosure policies. The firm also describes itself as fee-only (not receiving third‑party sales compensation), recommends Interactive Brokers for custody, and is structured as a wholly owned subsidiary of Sky Equity Partners, features that differentiate it from many solo independent advisers.

To learn more about the advisors currently working at Prestonwood 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.