A complete list of active advisors currently associated with Skoufis Capital Management

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

Skoufis Capital Management provides discretionary investment management to high‑net‑worth individuals, trusts, estates, small businesses and charitable organizations; the firm’s client base does not include non‑high‑net‑worth retail individual clients. Services focus on portfolio management and related advisory work tailored to those account types. The firm’s investment process centers on an interpretation of the CAN SLIM discipline, combining fundamental and technical analysis to identify growth‑oriented stocks and running concentrated, actively traded portfolios. Portfolios generally emphasize individual equities (with occasional use of OTC and foreign securities, options, mutual funds and ETFs), use a market filter that can increase cash allocation during downturns, and may include short positions. Operating as a fee‑only, single‑advisor practice, the firm manages accounts on a discretionary basis, does not accept custody of client assets, and monitors accounts daily. Its combination of a certified CAN SLIM approach, concentrated/aggressive trading, and an explicit mechanism to move to full cash or short positions in corrections is atypical among similar small independent advisers.

To learn more about the advisors currently working at Skoufis Capital Management, 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.