A complete list of active advisors currently associated with Runnymede Capital Management Inc

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

Runnymede Capital Management provides discretionary investment management, retirement plan consulting, and financial planning services to a mix of individuals, high‑net‑worth clients, trusts, estates, business entities, pension and profit‑sharing plans, charitable organizations and insurance company clients; the firm’s Form ADV explicitly lists insurance companies among its client types, a less common client segment for similarly sized advisors. It also accepts limited sub‑advisory engagements and offers stand‑alone planning on a negotiated basis when requested. Portfolios are primarily constructed from individual equities, individual bond issues and ETFs and implemented on a discretionary basis using a combination of fundamental, technical, charting and cyclical analysis with both long‑ and short‑term purchase strategies; the firm treats cash as an asset class and may maintain defensive cash positions. Runnymede operates on a fee‑only, asset‑based model and provides ERISA retirement plan consulting, including serving as a §3(21) fiduciary and, when engaged, as a discretionary §3(38) investment manager. Compared with many peers, the firm combines a long operating history (registered as an adviser since 1993) with services that can raise additional implementation and custody considerations, such as management of variable‑annuity sub‑accounts and the ability to have advisory fees debited directly by custodians. The brochure discloses legacy referral arrangements, a written Code of Ethics, and documented cybersecurity and client privacy procedures, reflecting operational controls beyond basic portfolio management.

To learn more about the advisors currently working at Runnymede Capital Management Inc, 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.