Defender Capital

Defender Capital serves a range of clients including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, donor-advised funds, private funds, and business entities. The firm offers fee-based investment advisory and discretionary portfolio management, along with financial planning and pension consulting that includes participant fiduciary advice for qualified plans.

The firm employs fundamental analysis and custom portfolio management across both long- and short-term strategies, primarily recommending exchange-traded equities while considering asset allocation, sector weighting, and cash positions to address client objectives and risk tolerance. Defender uses Investment Policy Statements for plan participants, may select or refer unaffiliated money managers, and tailors advisory services to individual client needs.

Notable distinctions include acting as the General Partner and investment adviser to a private pooled investment vehicle, managing and having custody responsibilities for certain pooled-vehicle assets and disclosing that management-fee arrangements related to the fund can result in indirect fees to client investors. The firm also notes that its investment advisor representatives are licensed to sell insurance products and, with over $507 million in discretionary assets reported as of December 31, 2025, manages a comparatively large amount of assets relative to its small advisory staff.