A complete list of active advisors currently associated with Ring Mountain Capital, LLC
Warmer can help you find a great advisor at Ring Mountain Capital, LLC or one who fits your needs even better.
Ring Mountain Capital is a registered investment adviser that provides discretionary and non-discretionary portfolio management and financial planning services to individuals (including high-net-worth and non‑HNW clients), as well as trusts, pension plans, endowments and other institutional clients. The firm manages separate accounts and tailors services to each account’s financial situation, objectives and any client‑imposed restrictions. The firm pursues actively managed, customized portfolios with a focus on publicly traded equities and fixed‑income securities across U.S. and non‑U.S. markets, and it may use a broad range of instruments and techniques as appropriate for each account. Investment decisions are centralized with the firm’s sole portfolio manager, accounts are reviewed at least annually, and the firm discloses use of hedging, margin and smaller‑cap or less liquid securities as possible elements of its strategies. What is distinctive is the firm’s scale relative to its advisor staffing: a single portfolio manager oversees more than 400 client accounts, an unusually high client‑to‑advisor ratio compared with peers. The firm also combines investment management with standalone financial planning offerings and uses third‑party lead‑generation arrangements to source prospective clients; clients are responsible for proxy voting and are encouraged to maintain custody relationships with recommended custodians.
To learn more about the advisors currently working at Ring Mountain 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 |
|---|---|---|
Tiburon, CA
| 32
|
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