A complete list of active advisors currently associated with Sirmium Capital, LLC
Warmer can help you find a great advisor at Sirmium Capital, LLC or one who fits your needs even better.
Sirmium Capital is a small, fee-only registered investment adviser that provides discretionary portfolio management and investment advice to individual investors and nonprofit organizations; the firm reports managing roughly $6.5 million for about 60 clients. Services focus on customized asset allocation and ongoing account monitoring delivered by the sole adviser. The firm’s investment process relies on fundamental and cyclical analysis and implements both long-term and short-term strategies across individual equities, fixed income, mutual funds, and ETFs. Sirmium Capital provides regular oversight and issues a monthly newsletter to clients and prospective clients summarizing market developments and portfolio reviews. What distinguishes the firm from many peers is its willingness to use performance-based fee arrangements for larger accounts and to present performance information publicly, practices that are uncommon among independent advisers. The brochure also highlights that the adviser works with charitable organizations, offers preferential fee treatment for first responders and military clients, and supplements advisory work with a periodic client newsletter.
To learn more about the advisors currently working at Sirmium 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.
Name |
Location |
Years of experience |
|---|---|---|
Katonah, NY
| 7
| |
Katonah, NY
| 0
|
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