A complete list of active advisors currently associated with The Joseph Group Capital Management
Warmer can help you find a great advisor at The Joseph Group Capital Management or one who fits your needs even better.
The Joseph Group Capital Management is an SEC-registered advisory team that provides discretionary portfolio management and related financial planning to individuals, high-net-worth households, and retirement plan sponsors, managing roughly $1.09 billion in discretionary assets with an eight-advisor team serving about 818 clients. Services include ongoing portfolio management, financial planning (typically provided at no additional charge), and consulting for plan sponsors including education engagement and fiduciary guidance. The firm follows a purpose- and goal-based process that matches client objectives to one of four core allocation strategies (Conserve, Provision, Harvest, Abundance) or to individual-stock approaches, with volatility targets and cash treated explicitly as an asset class. Investment decisions are informed by a weekly Investment Team and a Market Health Analysis (Economic Outlook, Valuation, Technicals), and the firm offers specialty strategies such as a concentrated “Home Grown” stock portfolio, Direct Indexing via a sub-adviser (O’Shaughnessy Asset Management/CANVAS®), and seed strategies for smaller accounts. Compared with many peer team firms, The Joseph Group publishes periodicals/newsletters and runs educational seminars and workshops as part of client engagement, offerings noted as uncommon for firms of this size. Other noteworthy aspects include an explicit regional bias in the Home Grown stock strategy (typically 30–70% Ohio-based holdings), use of a sub‑adviser for direct indexing, and a multi‑credentialed investment team (CFP, CFA, FRM, CAIA, CPA) supporting its investment process.
To learn more about the advisors currently working at The Joseph Group Capital Management, 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.
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