A complete list of active advisors currently associated with Sulzberger Capital Advisors, Inc.
Warmer can help you find a great advisor at Sulzberger Capital Advisors, Inc. or one who fits your needs even better.
Sulzberger Capital provides discretionary investment management and related financial planning services to individuals, trusts, estates, and business entities, and also serves as a fiduciary for employer-sponsored retirement plans. The firm offers automated planning tools through a third-party platform and manages approximately $117 million across about 90 client relationships, generally with a $100,000 account minimum. The firm’s investment approach is grounded in fundamental analysis and a primary buy-and-hold strategy, supplemented by asset-allocation across equities, fixed income, mutual funds and alternative products such as private equity and hedge funds; it conducts at least quarterly reviews and may implement shorter-term trades when warranted. Sulzberger typically exercises discretionary authority for portfolio implementation and proxy voting for non-ERISA accounts and documents client objectives and restrictions when establishing accounts. What distinguishes Sulzberger from many peers is its explicit use of borrowing and derivatives in client accounts: the firm may trade on margin (requiring a client margin agreement) and may sell stock options, including covered calls, for hedging and incremental income — practices that are relatively uncommon among similar small advisers. The brochure also discloses operational details and conflict-management measures tied to these activities (Pershing as the primary executing broker, treatment of negative option values in fee calculations, and a trade-error policy that donates erroneous gains), which provide specific governance around its use of leverage and derivatives.
To learn more about the advisors currently working at Sulzberger Capital Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 2
| |
Miami, FL
| 20
|
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