Advisor at Tieton Capital Management
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Firm
Tieton Capital Management
Location
Yakima, WA 98908
Credentials
CFA®, Series 65
Industry experience
23 years
Matthew Dhane is a CFA® charterholder with 22 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. The firm manages individual and institutional clients using a fundamentals-based, bottom-up approach focused on small-cap value equities. Tieton Capital Management provides discretionary portfolio management primarily through a concentrated Small Cap Value strategy and serves a diverse client base including high-net-worth households, foundations, endowments, trusts, pension plans, and select government entities.
Based on Tieton Capital Management
1.0% annually for Small Cap Value equity strategy; 0.25% annually for select clients purchasing no-load mutual funds
Account minimum: $500,000
4700 Tieton Drive, Suite C
Yakima, WA 98908
Washington
Tieton Capital Management
2005 - Present (21 years)
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Series 63, Series 65
Yakima, WA
Alegria Asset Management
CFP®, Series 66
Yakima, WA
Alegria Asset Management
CFA®, Series 65
Yakima, WA
Tieton Capital Management
Series 63, Series 65
Yakima, WA
Alegria Asset Management
Series 65
Yakima, WA
Surience Private Wealth LLC
CFP®, ChFC®, Series 63, Series 65
Yakima, WA
Surience Private Wealth LLC
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