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 as well as family trusts and family partnerships, delivering discretionary portfolio management focused primarily on U.S. common‑stock equities. The firm also invests in other instruments as needed, including Treasury and corporate fixed income, specialized ETFs, options, distressed securities, warrants and preferred stocks. The firm’s investment approach prioritizes risk management over maximizing returns, allocating client assets among thematic “baskets” of strategies and using a proprietary Safety 1 risk model to scale exposure. Implementation techniques described in the brochure include purchasing long‑dated call options for conviction exposure, buying long‑dated put options for hedges, and tactically increasing cash or fixed income when the model signals elevated market risk. Noteworthy features for a small, independent adviser include a paid public newsletter (Safeguard 1 Investing) that communicates the firm’s model signals and market commentary and the explicit use of long‑dated derivatives (LEAPS) within separately managed accounts. Combined with opportunistic work in distressed securities and a stated goal of preserving capital first, these elements mark a more model‑driven, derivatives‑enabled approach than is typical among solo practitioners.
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
| 8
|
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