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

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

Protected Capital Management manages retirement and taxable accounts for conservative pre‑retirees and retirees, including IRAs, Roth IRAs, SEPs, 401(k) rollovers, individual taxable accounts and family trusts. The firm operates on a fee‑only basis and provides discretionary portfolio management while not offering financial planning services. Investment decisions use a multi‑factor approach that blends fundamental and technical analysis, adjusting allocations for valuation, profitability, market trends, interest rates, inflation and central bank actions with an emphasis on rising income, safety and consistent returns. Accounts are monitored daily and the firm generally favors low‑cost, commission‑free ETFs, reducing equity exposure when market indicators are unfavorable. Compared with many peers, the firm places notable emphasis on written client communications and education: it distributes a narrative brochure by email or mail, provides detailed quarterly account reports, and its founder developed a Retirement Income Workshop aimed at senior investors. As a small adviser managing roughly $20 million for about 50 clients, the firm highlights hands‑on oversight and explicitly states it does not accept sales commissions, performance‑based fees or soft‑dollar arrangements.

To learn more about the advisors currently working at Protected 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.