A complete list of active advisors currently associated with American Strategic Capital

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

American Strategic Capital provides asset management and portfolio review services and also sells investment research and strategy tools to wealth managers and institutional investors. Its offerings include non‑discretionary mutual fund/ETF asset‑allocation programs and discretionary separately managed account programs built around systematic industry sector rotation and dynamic asset allocation. The firm’s investment approach relies on proprietary quantitative models that combine fundamental, technical and cyclical analysis to determine sector selection and asset mix, and its ASC Sector Program explicitly rotates industry exposure and can result in concentrated sector weights and active, frequent trading. Certain strategies permit the use of leveraged mutual funds, options and margin, which the firm discloses can increase short‑term volatility, tracking error and other trading risks. American Strategic Capital discloses the uncommon practice—among peer investment managers—of employing borrowing (margin) and derivatives in separately managed accounts, and it offers performance‑based fee arrangements for qualified high‑net‑worth clients. The firm is affiliated with and licenses proprietary research from an affiliated adviser (Sector Logic, LP) and markets its ten systematic sector strategies and related research products to other registered advisers; its brochure also reports $0 in regulatory assets under management as of December 31, 2024.

To learn more about the advisors currently working at American Strategic Capital, 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.