A complete list of active advisors currently associated with TimeCapital Investor Advisory Services Inc

Warmer can help you find a great advisor at TimeCapital Investor Advisory Services Inc or one who fits your needs even better.

TimeCapital primarily serves individual and high‑net‑worth clients and also works with pension and profit‑sharing plans, trusts, estates, charitable organizations and other entities. The firm provides portfolio management through separately managed accounts on both discretionary and non‑discretionary bases, sponsors a wrap‑fee program, and facilitates client access to private investment funds. The firm’s investment process combines top‑down asset allocation with bottom‑up security selection and is implemented through ten actively managed model portfolios and multiple solution offerings (conservative fixed income, active management, multi‑manager, passive, private placement and 401(k) fiduciary options). Portfolios are generally long‑only (equities and fixed income), do not use shorting or derivatives, and clients may select preset objectives or negotiate specific operating guidelines for their accounts. TimeCapital is notable among peers for its affiliation with an in‑house broker‑dealer, TimeCapital Securities Corporation (TCS), and for sponsoring a wrap program — arrangements that the firm discloses can produce referral and placement compensation and are monitored as potential conflicts of interest. The adviser generally routes trades through Pershing Advisor Solutions, offers the wrap program as an optional way to consolidate transaction costs, and manages roughly $123.5 million discretionary and $108.6 million non‑discretionary (about $232 million total) across a two‑advisor team and approximately 218 clients.

To learn more about the advisors currently working at TimeCapital Investor Advisory Services 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.