A complete list of active advisors currently associated with Traub Capital Management

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

Traub Capital Management provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, retirement and profit‑sharing plans, and trusts. The firm reports managing about $211 million in client assets and generally applies an effective minimum account size of $400,000. For accounts that include individual stocks, Traub uses a value‑oriented, quantitatively driven screening process followed by fundamental analysis, while also employing mutual funds, ETFs and closed‑end funds to access other asset classes. Portfolios are tailored for income, tax planning and risk tolerance, and the firm may use options or industry‑avoidance strategies to address client concentration or tax‑sensitive core holdings. Noteworthy features include an explicit focus on closed‑end fund premium/discount analysis and a policy of minimizing trading costs by executing most trades through major custodians (primarily Fidelity and Schwab) without soft‑dollar arrangements. The firm operates with a small advisory team, conducts at least monthly account reviews with quarterly performance reports, does not charge performance‑based fees, and permits employee personal trading under pre‑clearance and timing restrictions to manage conflicts.

To learn more about the advisors currently working at Traub 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.