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

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

ValuEngine Capital Management serves individual and high‑net‑worth investors as well as pension/profit‑sharing plans, providing ongoing portfolio management tailored to each client’s goals, time horizon and risk tolerance and documented in an Investment Policy Statement. The firm offers both discretionary asset management and an automated program delivered through Schwab’s Institutional Intelligent Portfolios platform, and it may also direct clients to third‑party money managers when appropriate. The firm’s investment process combines fundamental analysis, quantitative methods and modern portfolio theory and implements named strategies including a model‑driven ValuEngine View Strategy, a Diversified Strategy and a REIT Strategy. VE Cap Management employs long‑ and short‑term trading techniques and explicitly discloses use of short sales and automated features such as rebalancing and tax‑loss harvesting on the Platform. A notable feature of the brochure is the close connection to ValuEngine, Inc.’s published research and a valuation model that underpins the View Strategy; the brochure describes the model inputs and the firm’s use of model‑based portfolios and performance material. The firm also discloses arrangements for third‑party solicitors and materials that reference model or performance results, and its stated use of short sales (which involve borrowing securities) reflects risk and trading practices that are less common among similarly supported advisers.

To learn more about the advisors currently working at ValuEngine 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.