A complete list of active advisors currently associated with Staley Capital Advisers Inc

Warmer can help you find a great advisor at Staley Capital Advisers Inc or one who fits your needs even better.

Staley Capital Advisers provides discretionary investment management to high‑net‑worth individuals, families, retirement plans, endowments, charitable organizations and corporations, and the firm also works with select institutional accounts including insurance company clients. The firm manages separately managed private accounts and serves as the general partner and investment adviser to a private limited partnership (Forum Capital Partners, LP) offered to accredited investors. The firm describes an active, relative‑value investment approach that emphasizes asset allocation and security selection while incorporating passive instruments as appropriate; equity selection focuses on quality and value and fixed‑income exposure is managed using macroeconomic and fundamental analysis. Portfolio managers are assigned to individual accounts with discretionary authority, an investment committee meets regularly to coordinate strategy, and the firm runs a concentrated long/short equity program within its private fund vehicle. Noteworthy features in the brochure include Staley Capital’s role as a private fund adviser and its provision of portfolio management for pooled vehicles, the use of a prime broker and outsourced trading desks for the fund, and disclosure that the fund is offered only to investors meeting regulatory eligibility. The brochure does not list standalone financial planning among the firm’s services and notes a recent ownership succession with changes to senior leadership.

To learn more about the advisors currently working at Staley Capital Advisers Inc, 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.