Standish Capital Management, LLC

Standish Capital Management provides discretionary investment management through separately managed accounts for individuals, high‑net‑worth investors, and small business entities. The firm focuses on a systematic, growth‑oriented equity strategy that invests in liquid U.S. equities and exchange‑traded funds and offers customization at the account level—such as exclusion of specific securities or sectors and trading restrictions—while generally requiring a $100,000 minimum.

Investment decisions are driven by rules‑based quantitative and fundamental models that evaluate liquidity and momentum across a dynamically defined universe not restricted by market capitalization, allowing the strategy to trade small‑, mid‑, and large‑cap U.S. names and ETFs. Portfolios are managed on a discretionary basis with ongoing monitoring and quarterly reviews, and the model may trigger holdings of under 30 days in certain market conditions for risk management purposes.

A noteworthy operational feature is the firm’s authorized use of limited margin in separately managed accounts—capped at no more than 25% of portfolio value and employed only with the client’s written authorization—which is relatively uncommon among independent peers. The firm also does not participate in wrap programs, relies on internally generated and publicly available research rather than paid third‑party research, and leaves proxy voting responsibilities to clients.