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

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

Atwood Capital Management, LLC is a registered investment adviser that provides discretionary portfolio management and fixed‑fee financial planning services tailored to individuals and small businesses. The firm says it tailors advice to each client’s objectives and constraints, monitors financial plans at least annually, and charges asset‑based fees rather than participating in wrap fee programs. The firm describes using fundamental analysis across passive, active, and semiactive (enhanced index/risk‑controlled) strategies and accepts discretionary authority to implement those strategies. Its brochure also discloses liability‑driven investing (LDI) for defined benefit plans and the use of derivatives and hedging techniques, with LDI recommendations based on actuarial information provided by clients. Noteworthy for a single‑advisor firm managing roughly $1.13 million in discretionary assets, Atwood recently expanded disclosures to cover China investments, depositary receipts, foreign currency exposure, and preferred stock, indicating potential use of non‑U.S. and specialized instruments that can carry distinct risks. The firm also does not accept performance‑based fees, reports it does not receive soft‑dollar research, and leaves proxy voting to custodians rather than voting client securities directly.

To learn more about the advisors currently working at Atwood 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.