Sulzberger Capital Advisors, Inc.

Sulzberger Capital Advisors provides discretionary investment management and financial planning to individuals, trusts, estates, and business entities. The firm manages about $117 million across roughly 90 client accounts, offers plan asset allocation services for employer‑sponsored retirement plans, and provides clients complimentary access to the RightCapital financial‑planning software.

The firm's investment approach is grounded in fundamental analysis with a primary buy‑and‑hold orientation, while allowing short‑term trades when warranted and conducting at least quarterly account reviews. Sulzberger explicitly permits use of leverage and derivatives in client portfolios in certain circumstances: it may trade on margin and implement option strategies such as covered calls and protective puts for hedging or income, and it discloses how negative option values and margin are treated for fee calculations.

Compared with similar supported advisers, Sulzberger’s documented use of borrowing and derivatives in separately managed accounts is uncommon and is called out in the brochure as creating potential conflicts of interest that the firm seeks to manage through disclosure, its Code of Ethics, trade‑error procedures, and proxy‑voting and trade‑aggregation policies. The firm’s small advisory team and detailed operational disclosures around margin, options, and fee treatment may be particularly relevant for prospective clients considering accounts that could employ these strategies.