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

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

Vartanian Capital Management provides discretionary and non-discretionary investment management to individuals and entities, including high‑net‑worth individuals, family offices, trusts, estates, private foundations and qualified retirement plans. The firm manages roughly $26 million across a small number of client relationships and may recommend external managers or platforms for portions of client portfolios. The firm’s process is client‑driven and based on fundamental analysis, with portfolios tailored to each client’s objectives, tax situation, liquidity constraints and time horizon; Vartanian generally pursues a long‑term orientation while permitting shorter‑term trades when warranted. Portfolio implementation relies primarily on closed‑end mutual funds alongside other mutual funds, ETFs, equities, fixed income and, when appropriate, alternative or structured products, and accounts are monitored continuously with at least annual formal reviews. What is distinctive about the firm is its explicit servicing of charitable organizations and private foundations, a client type that is uncommon among peers, and its stated emphasis on closed‑end funds and structured notes as part of its investment toolkit. The firm also operates as a newly registered adviser and relies on an institutional custody relationship to access execution, research and technology services while retaining flexibility to use other custodians.

To learn more about the advisors currently working at Vartanian 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.