A complete list of active advisors currently associated with SJ Capital Management LLC

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

SJ Capital Management LLC is an independent, single-advisor advisory firm that provides discretionary portfolio management and financial planning to individuals (including high-net-worth households), pension and profit-sharing plans, and corporate clients. The firm delivers ongoing investment supervisory services and prepares client-specific Investment Policy Statements, advising across a broad investment universe that includes mutual funds, equities, bonds, ETFs, REITs, hedge funds, private placements and insurance products. The firm implements portfolios under written discretionary authority, regularly reviews accounts, and tailors allocations to each client’s time horizon and documented risk tolerance. SJ Capital’s analytical approach combines charting, fundamental, technical and cyclical analysis and can include index futures and options strategies, long- and short-term trading, and investments in master limited partnerships where suitable. Distinctive for a solo independent advisor, the firm’s principal has a certified public accountant background and the practice accepts pension/profit-sharing and other institutional-type clients, which is less common among peers of this size. The firm also makes use of institutional custody programs with major custodians, providing access to research and trading tools, institutional fund options, and operational features such as fee deduction to support its management model.

To learn more about the advisors currently working at SJ 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.