A complete list of active advisors currently associated with Total Return Capital
Warmer can help you find a great advisor at Total Return Capital or one who fits your needs even better.
The firm provides ongoing portfolio management and financial planning to individuals, family offices, trusts and estates, and small businesses. It develops client-specific plans using a Client Profile and Personal Financial Planning Profile and implements investment supervisory services across mutual funds, equities, bonds, ETFs, hedge funds, REITs, private placements and insurance products. The firm’s investment approach combines fundamental, technical, charting and cyclical analysis and employs both long- and short-term trading guided by documented risk tolerances and time horizons. It typically operates under discretionary authority, conducts portfolio reviews at least quarterly, and requires clients to use the firm‑recommended custodian rather than accepting client‑directed brokers. A distinctive aspect is that the firm’s principal also operates an accounting and tax practice and is licensed to sell life and health insurance, which the brochure discloses as a potential source of conflicts when commissionable insurance products are recommended. The firm does not select third‑party managers, does not participate in wrap programs or receive soft‑dollar benefits, and offers financial planning on fixed‑fee or hourly bases in addition to asset management.
To learn more about the advisors currently working at Total Return Capital, 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 |
|---|---|---|
Linthicum Heights, MD
| 17
|
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