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

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

Process Design Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, and also serves retirement plans. Services include ongoing portfolio management, financial planning for ongoing clients at no additional cost, selection and monitoring of third‑party managers, and pension consulting under ERISA frameworks. The firm documents client goals in individualized Investment Policy Statements and uses a mix of analysis methods—charting, fundamental, technical, quantitative techniques and modern portfolio theory—alongside strategies that can include long‑term equity and fixed‑income investing, ETFs (including precious‑metals ETFs), and options trading. PDCM typically seeks discretionary trading authority, recommends a qualified custodian for execution and custody, and may aggregate trades across client accounts. What distinguishes PDCM from many peers is its explicit offering of ERISA retirement plan services, including both limited 3(21) advisory work and full 3(38) investment manager engagements for plans, together with recent additions of financial consulting and ERISA services. The firm also discloses potential conflicts tied to fee‑sharing with third‑party managers and receipt of soft‑dollar research, while operating as a four‑advisor team with roughly $92 million in assets under management and no stated account minimum.

To learn more about the advisors currently working at Process Design 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.