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

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

Relevance Capital Management provides discretionary investment management along with stand‑alone or integrated financial planning and consulting primarily to individual clients, including both high‑net‑worth and non‑HNW households. The firm manages approximately $496 million for roughly 279 clients and documents relationships through written agreements. RCM pursues a dividend‑oriented equity strategy, typically holding 30–40 direct positions chosen through fundamental and cyclical analysis, and complements equity allocations with fixed‑income, cash, ETFs, mutual funds, and interval funds based on client risk tolerance and liquidity needs. Portfolios are managed on a discretionary basis and the firm generally expects clients to have around $1 million to place under management, although that requirement is negotiable. Compared with many peers, RCM makes limited use of derivatives — including options in separately managed accounts — as part of its investment toolkit, a practice that is relatively uncommon among similar team advisers. The firm also employs liquidity‑constrained vehicles such as interval funds and does not vote client proxies, leaving proxy materials to be delivered directly to clients.

To learn more about the advisors currently working at Relevance 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.