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

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

Pulver Capital Management LLC provides discretionary portfolio management and investment supervisory services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, and business entities, creating individualized Investment Policy Statements and delivering regular portfolio monitoring and monthly performance reports. The firm operates with two advisors and manages roughly $82 million for a very small client roster, with a stated minimum family account that may be waived. The firm combines fundamental and technical analysis and routinely employs a range of active strategies — including long and short positions, trading, use of margin, and options writing (covered and uncovered) — while noting a primary focus on corporate high-yield bonds and dividend-paying equities. Accounts are managed internally on a discretionary basis, with the firm able to aggregate block trades and execute transactions without prior client approval consistent with the client’s IPS. Distinctive features include the high assets-per-client concentration given the unusually small client count for a supported firm and the use of more complex trading tactics (short sales, margin, options) that are less common among peers. The firm does not select third-party managers, recommends a major custodian while allowing client-directed brokerage, accepts proxy-voting responsibility in certain cases, and documents personal trading and potential conflicts under a written Code of Ethics.

To learn more about the advisors currently working at Pulver 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.