A complete list of active advisors currently associated with Federal Hill Capital Management

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

Federal Hill Capital Management provides discretionary portfolio management and comprehensive financial planning to individual clients — including high-net-worth households — as well as trusts, pension plans, and other institutional entities. The firm also offers insurance advisory services and acts as an insurance broker/agent, selling life, health and annuity products alongside its investment services. FHCM’s investment process combines fundamental, technical and cyclical analysis across strategies that range from conservative fixed-income to speculative equity and options approaches. The firm routinely employs derivatives (including options and leveraged ETFs) and may use margin or borrowing in separately managed accounts to implement certain objectives, practices that are less common among similarly sized supported firms. Distinctive features include a small advisory team managing roughly $55.6 million across several hundred client relationships while also operating as an insurance producer that may receive commissions for insurance product sales, a potential conflict the brochure discloses and addresses by encouraging clients to seek outside quotes. FHCM also uses alternative custodial arrangements for non‑public investments (e.g., Digital Trust for real property and promissory notes) and may take custody for fee deduction and trustee responsibilities in certain client engagements.

To learn more about the advisors currently working at Federal Hill Capital Management, 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.