A complete list of active advisors currently associated with Righthand Capital, LLC

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

Righthand Capital serves individuals, high‑net‑worth clients, families, trusts, estates, businesses, charities and qualified retirement plans, offering discretionary and non‑discretionary portfolio management, financial planning, and pension consulting. The SEC‑registered adviser reported roughly $182 million in discretionary assets under management and operates with a small advisory team to deliver customized investment and planning services. The firm’s investment process emphasizes strategic, diversified asset allocation implemented via a proprietary portfolio methodology and informed by macroeconomic, fundamental, quantitative, technical and qualitative analysis. Portfolios are constructed to match each client’s stated objectives and risk tolerance, are monitored and rebalanced as appropriate, and may employ limited use of options or margin under specific circumstances; financial plans are reviewed at least annually. Righthand Capital’s brochure highlights several uncommon features for a firm of its size: a substantive qualified‑plan practice that includes plan‑level and participant‑level advice, educational meetings and enrollment seminars, and the ability to serve as an ERISA fiduciary or to act as a solicitor to an external retirement consultant (with disclosed compensation arrangements). The firm’s principals also maintain insurance licenses and have prior broker‑dealer/registered‑representative experience; the brochure discloses that commissionable insurance products may be offered and describes procedures to manage those conflicts of interest.

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