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, businesses, charities and retirement plans, offering discretionary and non‑discretionary investment management, financial planning and qualified plan consulting. The firm manages roughly $182 million for about 118 clients and provides customized portfolios and plan‑level services, including participant education and enrollment meetings. The firm’s investment approach emphasizes diversified, strategic asset allocation implemented through a proprietary methodology that draws on macroeconomic, fundamental, quantitative and technical analysis to align portfolios with each client’s risk tolerance and time horizon. Portfolios are monitored and rebalanced as appropriate, and the firm may employ limited margin or options strategies for liquidity management or hedging with client approval. Noteworthy among peers, Righthand Capital provides retirement plan consulting and educational seminars and can serve in ERISA fiduciary roles or act as a solicitor for an external retirement plan provider, with those relationships and fee arrangements disclosed in writing. Some firm personnel also hold insurance licenses and have had prior broker‑dealer registrations; the firm documents these potential conflicts in its disclosure materials and obtains client acknowledgements before recommending commissionable insurance products.
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.
Name |
Location |
Years of experience |
|---|---|---|
West Newton, MA
| 12
| |
West Newton, MA
| 22
|
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