A complete list of active advisors currently associated with Schuler Capital Management LLC
Warmer can help you find a great advisor at Schuler Capital Management LLC or one who fits your needs even better.
Schuler Capital Management serves high‑net‑worth and ultra‑high‑net‑worth individuals, family trusts, and family partnerships, generally requiring a $500,000 account minimum (which the firm may waive). The firm provides discretionary portfolio management with a primary focus on U.S. common‑stock equities while also investing in fixed income, distressed securities, specialized ETFs, warrants and preferreds, and it publishes a paid investment newsletter, Safeguard 1 Investing, which is provided to investment clients at no additional charge. The firm’s stated objective emphasizes risk preservation (“not to lose money”) and it relies on a proprietary Safety 1 risk model to gauge market vulnerability and set allocations across thematic “baskets” of strategies. Depending on model readings and client risk/tax profiles, Schuler Capital blends strategies including high‑growth and fundamentals holdings, commodity and inflation‑sensitive equities, deep‑value/distressed positions, and tactical use of long‑term call options and long‑term put hedges, plus shifts to cash or fixed income as defensive measures. Noteworthy for a solo independent advisor, the firm both publishes a subscription newsletter tied to its Safeguard 1 signals and routinely uses long‑dated options (LEAPS) and index/ETF put hedges in separately managed accounts—practices that are uncommon among peers. The firm also operates with a small, concentrated client roster and about $30.4 million in discretionary AUM, and it provides quarterly performance reporting while clients retain direct control of their accounts.
To learn more about the advisors currently working at Schuler Capital Management 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 |
|---|---|---|
Sonoma, CA
| 7
|
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