Advisor at Sail Loft Capital Management LLC
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Firm
Sail Loft Capital Management LLC
Location
Salem, MA
Credentials
CFA®, Series 63
Industry experience
15 years
Eric Hundahl is a CFA® charterholder with 15 years of industry experience. He has been the sole advisor at Sail Loft Capital Management LLC since 2014. Sail Loft Capital Management LLC is a state-registered, single-advisor firm based in Salem, MA, providing discretionary portfolio management primarily to high-net-worth individuals and related trusts and estates. The firm employs an opportunistic investment approach that integrates fundamental, macroeconomic, and technical analysis to manage portfolios ranging from conservative to aggressive, including stocks, bonds, mutual funds, ETFs, and option contracts with fixed downside risk.
Based on Sail Loft Capital Management LLC
1.00% to 1.50% annually, depending on portfolio type
Account minimum: $1,000,000
Salem, MA
Massachusetts
Sail Loft Capital Management LLC
2014 - Present (12 years)
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