Standish Capital Management, LLC

The firm provides discretionary investment management through separately managed accounts to individuals, high-net-worth clients, and small business entities, including corporate treasury or operating portfolios. Services focus on ongoing portfolio management under a signed advisory agreement and require a typical account minimum of $100,000, with fee billing and custody arranged through a qualified custodian.

Investment decisions are driven by a systematic, rules-based large/mid-cap growth equity strategy that combines fundamental and quantitative indicators; entry and exit decisions are model-led and applied consistently across client accounts. The firm may implement short holding periods when its model dictates and, with client authorization, can employ limited margin (capped and documented) as part of portfolio implementation.

Distinctive features include a single principal who serves as the firm’s investment decision-maker and compliance officer, and an uncommon operational practice of permitting borrowing in separately managed accounts when authorized in writing. The firm also discloses a custodial transition to Charles Schwab, does not participate in wrap-fee programs, and retains proxy-voting responsibility with clients rather than voting securities on their behalf.