Advisors at this firm
Matthew M
Series 65
Irvine, CA
Moler Capital Management
Matthew Mc Kinney is a financial advisor at Moler Capital Management with nine years of industry experience. He holds a Series 65 designation and has been with Moler Capital Management since 2006. Outside of his advisory role, he serves as treasurer for Grace Community Church Boy Scout Troop 121, handling bookkeeping and financial reporting. Moler Capital Management provides discretionary investment management and portfolio oversight for individuals, trusts, retirement plans, and charitable organizations. The firm follows a Modern Portfolio Theory framework, emphasizing diversified exposure primarily through mutual funds and ETFs, with a notable reliance on Dimensional Fund Advisors strategies for long-term portfolio management.
Randall M
Series 63, Series 65
Las Vegas, NV
Moler Capital Management
Randall Moler is a financial advisor with Moler Capital Management in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Moler Capital Management since 1995. Outside of his advisory role, he owns RGM Services, LLC, which provides trust administration and asset management consulting. Moler Capital Management offers discretionary investment management and portfolio oversight for individuals, trusts and estates, retirement-plan participants, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory approach, emphasizing diversified exposure primarily through mutual funds and ETFs, with a notable focus on Dimensional Fund Advisors strategies.