A complete list of active advisors currently associated with Rushmore Capital Partners

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

Rushmore Capital Partners provides discretionary and non-discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. The firm constructs portfolios using individual equities, mutual funds and ETFs, fixed income, real-estate vehicles and may recommend private placements and other alternative investments as part of its advisory services. RCP follows a goal-oriented planning process to align portfolios with client objectives and employs fundamental, technical and quantitative analysis alongside asset-allocation decisions; it may implement both long-term and shorter-term trading strategies and, when directed, use margin, short sales or option strategies. Uncommonly for firms in this category, the firm offers performance-based fee arrangements to qualified clients in addition to percentage-of-assets management fees. Distinctive aspects include the principal’s institutional and quantitative background in fixed income, derivatives and electronic markets and the firm’s explicit capacity to include private equity, pooled partnerships and other alternative vehicles in client portfolios. The brochure also discloses that, at the time of filing, the firm reported no client assets under management, indicating an early-stage or newly launched advisory practice.

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