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

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Worthview Capital Management provides discretionary portfolio management to individual clients, including high net worth individuals, and tailors investment advice to each client's stated objectives. The firm advises across a broad range of instruments — including equities, corporate and municipal debt, mutual funds and ETFs, REITs, and digital assets — and reports approximately $32.3 million in discretionary assets under management. The firm’s investment process uses a mix of fundamental and cyclical analysis and generally favors long-term purchases, while also deploying model portfolios developed by unaffiliated managers for certain accounts. ESG considerations are incorporated into its practices, and the firm notes that tax efficiency is not a primary objective, recommending clients consult tax professionals about tax implications. Distinctive features relative to many peers include the firm’s explicit advisory capability and disclosures around digital assets, including attendant custody and regulatory considerations for those holdings. The firm also routinely requires clients to direct brokerage to a single custodian (Schwab) and does not vote client proxies on their behalf, which may affect trade execution options and proxy voting arrangements compared with advisers that choose brokers or vote proxies for clients.

To learn more about the advisors currently working at Worthview 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.