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

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

Szafran Capital Management provides fee-only investment advisory services to individuals as well as trusts, estates and corporations, offering both discretionary and non-discretionary portfolio management and assistance with custodian establishment and transfers. The firm manages a small number of client relationships with approximately $11.9 million in combined assets under management. The firm’s investment process emphasizes establishing client goals, constraints and risk tolerance and developing an asset allocation implemented using a mix of fundamental and technical analysis, including charting and timing services, supported by third‑party research and public filings. Accounts are monitored on an ongoing basis with periodic (at least quarterly) reviews and the firm executes trades when granted discretionary authority. A noteworthy feature disclosed in the brochure is that the adviser concurrently holds full‑time trust‑investment and executive roles at other trust-related entities, which may affect availability and should be considered when assessing potential conflicts. The firm is fee‑only, does not accept performance‑based fees or commissions, and leaves proxy voting to clients rather than voting securities on their behalf.

To learn more about the advisors currently working at Szafran 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.