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

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

Sterneck Capital Management provides discretionary investment management, financial planning, and related advisory services to individuals, high‑net‑worth clients, trustees, foundations, and similar household accounts. The firm also offers retirement rollover advice and works with client assets that are not custodied at its primary custodian, such as annuities and employer‑sponsored retirement plans. SCM describes itself as a multi‑cap, value‑oriented manager that relies primarily on fundamental analysis overseen by an Investment Committee and implements portfolios with a long‑term focus and periodic tactical rebalancing. Portfolios may include individual equities, mutual funds, ETFs (including digital‑currency ETFs and trusts), fixed income, private alternatives and interval (semi‑liquid) funds, and the firm discloses the potential use of options, other derivatives, and margin/borrowing in client accounts when appropriate. The brochure highlights several characteristics that distinguish the firm from many peers: a multi‑office presence (six offices), a complimentary leadership/executive coaching offering for investment clients, and the use of third‑party tools such as Flourish Cash as an alternative cash management option and Wealth.com for estate‑planning document support. The firm also documents procedures specific to private alternatives (client subscription involvement and valuation addenda), semi‑liquid investments, and limited derivatives and borrowing in separately managed accounts, practices that are not universal among similar team firms.

To learn more about the advisors currently working at Sterneck 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.