A complete list of active advisors currently associated with Capital Risk

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

Capital Risk provides non‑discretionary investment advisory and consulting services targeted primarily at institutional investors, including public and corporate pension funds, endowments, foundations, not‑for‑profits, insurance companies, and high‑net‑worth investors. Its service menu includes investment policy and asset allocation advice, investment manager evaluation and monitoring, alternative asset due diligence, financial planning, and OCIO‑style non‑discretionary chief investment officer outsourcing. The firm’s approach emphasizes qualitative manager due diligence supplemented by quantitative performance and attribution analysis, portfolio‑level risk management, scenario analysis and asset‑liability work, and the use of external managers rather than proprietary trading. Capital Risk provides research, performance reviews and timely market commentary while operating on a non‑discretionary basis, so execution and custody are retained by the client or custodian. Noteworthy for a firm in this category, Capital Risk publishes investment periodicals and newsletters and offers educational seminars and workshops, and it explicitly lists work with a broad set of institutional types (including sovereign wealth, banking/thrift, insurance company, state/municipal, charitable organizations and other advisers) and pension consulting and manager selection engagements. The firm is privately held and small in scale, currently reports no assets under management, and commonly accepts hourly or fixed‑fee consulting assignments in addition to asset‑based advisory arrangements.

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