A complete list of active advisors currently associated with Second Line Capital, LLC

Warmer can help you find a great advisor at Second Line Capital, LLC or one who fits your needs even better.

Second Line Capital serves individuals, trusts, estates, charitable organizations, corporations and retirement and profit‑sharing plans, offering investment and wealth management, financial planning, and retirement plan consulting on both discretionary and non‑discretionary bases. The firm also advises on and can manage held‑away assets such as variable life insurance and annuity contracts as well as employer‑sponsored retirement plan assets. Portfolio management typically combines allocations to mutual funds, ETFs, individual equity and fixed‑income securities with the use of Independent Managers and firm‑managed model portfolios; the firm also participates in multiple program platforms (including SMA and model/algorithmic programs) and operates a wrap‑fee program. 2LC tailors portfolios to clients’ risk tolerance and objectives, provides ongoing monitoring, and offers both standalone planning projects and integrated wealth management engagements. Noteworthy for a multi‑team firm, several of 2LC’s supervised persons are licensed insurance agents who offer commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest when such products are recommended. The firm is held by a parent company that also owns another advisory business and discloses material custodial and sponsor relationships—such as program affiliations, custodial support and transition/financing arrangements with a major broker‑dealer—that may influence custodian or program recommendations.

To learn more about the advisors currently working at Second Line 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.