A complete list of active advisors currently associated with Randazzo Capital Management, LLC
Warmer can help you find a great advisor at Randazzo Capital Management, LLC or one who fits your needs even better.
Randazzo Capital Management is a single-advisor independent registered investment adviser that provides discretionary investment management and financial consulting to individuals and small businesses, overseeing roughly $23 million in client assets across about 59 client relationships. The firm emphasizes customized portfolios and ongoing financial planning to align client portfolios with documented goals and changing circumstances. Investment strategy centers on strategic asset allocation using a core-and-satellite approach, with passively managed index funds and ETFs as the core and selectively added active managers where appropriate. The firm monitors holdings regularly, uses technology for client reporting, and provides written market commentary alongside quarterly comprehensive portfolio reviews. What distinguishes the firm from many peers is its formal periodic communications: clients receive market updates and a quarterly comprehensive report with commentary and performance attribution, a practice that is uncommon among similarly sized solo independent advisers. The principal also maintains an active insurance producer license in addition to CFP certification and securities registrations, though the advisory brochure discloses the firm does not sell insurance products to advisory clients and limits insurance activities to a small portion of time to mitigate conflicts of interest.
To learn more about the advisors currently working at Randazzo 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.
Name |
Location |
Years of experience |
|---|---|---|
Rancho Mission Viejo, CA
| 15
|
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