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

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

Queen City Capital Management, LLC provides fee‑only investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, corporations, and other registered advisers. Its offerings include ongoing asset management delivered through model portfolios, custom separately managed accounts and personalized indexing/SMA solutions, sub‑account management for variable annuities, and consulting for workplace retirement programs used by not‑for‑profit institutions. The firm applies a modified strategic asset allocation approach grounded in Modern Portfolio Theory, combining core strategic holdings with limited tactical adjustments and using both actively managed mutual‑fund allocations and ETF/ETN‑based "Index Plus" strategies, including a tax‑managed option that pursues tax‑loss harvesting. QCCM also engages independent sub‑advisers for selected mandates and serves as a model strategist on a third‑party platform, providing model signals that sponsoring advisers can implement. Notable differences from many independent peers include its historical operation (now discontinued) of a wrap fee program and its production of impersonal newsletters and periodic market commentary. The firm also works with institutional retirement plans and provides pension‑related consulting, allocation consulting through an institutional platform, and educational support and events for plan sponsors and referral partners — services that are less common among solo independent advisers.

To learn more about the advisors currently working at Queen City 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.