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

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

French Capital Management provides discretionary and non‑discretionary investment management, consulting, and financial planning to institutional and retail clients, including pension plans, businesses, and government agencies worldwide. The firm offers its services through a variety of investment products and arrangements and supports retirement-plan clients with plan design, document preparation, and ongoing administration. The firm’s investment approach emphasizes asset allocation and diversified, long‑term portfolios consistent with an efficient‑market view, with strategies across equities, fixed income, and alternatives including hedge funds, private equity, real estate, and cryptocurrency. French Capital conducts quarterly account reviews, can trade under a limited power of attorney for discretionary accounts, and also provides consulting and planning engagements billed hourly (up to $500/hour), flat, or fixed fee. What is distinctive for this firm is its explicit pension consulting capability and willingness to serve as an ERISA fiduciary (including acting as a 3(38) investment manager or 3(21) independent fiduciary), which includes sharing certain fiduciary responsibilities for retirement plans. The brochure also notes the firm advises on a broad set of investments — including insurance products and alternative investments such as crypto — while describing itself as strictly fee‑only and not affiliated with insurance companies or accepting commissions.

To learn more about the advisors currently working at French 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.