A complete list of active advisors currently associated with Ten Seven Capital
Warmer can help you find a great advisor at Ten Seven Capital or one who fits your needs even better.
Ten Seven Capital provides portfolio management, financial planning, and family office services to individual and family clients and publishes a weekly subscription newsletter. The firm’s ADV discloses that it currently reports no assets under management and no client accounts. The firm documents client goals and risk tolerances in investment policy statements and offers both discretionary and non-discretionary portfolio management, using fundamental, quantitative, and technical analysis with a long-term trading orientation. Its stated investment universe includes mutual funds, fixed income, ETFs (including precious metal ETFs), non-U.S. securities, private placements, and cryptocurrency-related exposures, and it serves as portfolio manager and sponsor of a wrap-fee program. Noteworthy aspects relative to peers include operating as a solo practitioner while sponsoring a wrap-fee program and distributing a weekly newsletter, all of which are uncommon for similarly sized supported firms. The firm also discloses family office offerings and a separate cryptocurrency consulting initiative for financial professionals, and that its principal is licensed to sell insurance — a relationship the firm identifies as a potential conflict of interest.
To learn more about the advisors currently working at Ten Seven Capital, 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.
Name |
Location |
Years of experience |
|---|---|---|
Portland, ME
| 21
|
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