A complete list of active advisors currently associated with Rushmore Capital Partners

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

Rushmore Capital Partners provides discretionary and non-discretionary portfolio management and financial planning to individuals, retirement and profit-sharing plans, trusts, charitable organizations and business entities. The firm constructs portfolios across public and private markets, including individual equities, bonds, mutual funds, ETFs, REITs and other alternative investments. Its investment process blends fundamental, technical and quantitative analysis to build goal-oriented portfolios and typically emphasizes a long-term orientation while retaining the ability to employ shorter-term trading, margin, short sales or options when appropriate. Financial planning is offered as an integrated service or as a standalone engagement to inform portfolio construction and ongoing reviews. The firm is newly established and reported no assets under management in its brochure, and its principal brings institutional quantitative and derivatives experience that shapes the use of quantitative research and risk analysis. Notably, it offers performance‑based fee arrangements for qualified clients and may recommend private placements and other alternative strategies, features that may differ from many peers and carry distinct incentive and suitability considerations.

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