A complete list of active advisors currently associated with Psalm Capital

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

The firm provides investment management and financial planning services to individuals and high‑net‑worth clients, offering discretionary portfolio management as well as financial planning or consulting under a single advisory arrangement. According to the brochure, it managed $22,752,294 on a discretionary basis and $312,014 on a non‑discretionary basis as of December 31, 2025, and advises using a mix of public and private securities including stocks, bonds, ETFs, options and other private investments. Investment decisions are guided by a combination of fundamental, quantitative and technical analysis, with strategies that can include long‑term holdings and allocations to alternative investments such as private equity, real estate funds, venture capital and other private funds. The firm conducts regular monitoring and rebalancing and tailors advice to client risk tolerance and goals, while allowing clients to place reasonable investment restrictions on their accounts. Noteworthy for a solo independent adviser, the brochure discloses use of a custodian arrangement that provides research and support services and occasional product sponsor reimbursements, which the firm says it has evaluated as part of its fiduciary duty. The firm also emphasizes access to complex and less liquid alternative investments for a very small, concentrated client base (seven clients), a combination that suggests bespoke portfolios and potential concentration of relationships.

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