Whitcraft Capital Management

Whitcraft Capital Management is an independent, single‑advisor investment advisory firm that provides discretionary investment supervisory services to individuals and other account types, including pension and profit‑sharing plans, trusts, estates, charitable organizations and custodial accounts. The firm is compensated by a percentage of assets under management and does not accept non‑discretionary accounts.

The firm follows an active growth portfolio approach that combines proprietary computer screens with fundamental and technical analysis and a focus on sector‑ and market‑level fund flows; accounts are reviewed daily and managed on a fully discretionary basis. Risk management is emphasized through position sizing, stop‑loss discipline and the ability to convert portfolios to cash, and the adviser may implement long‑term, short‑term and trading strategies across equities, ETFs, ADRs, fixed income and other instruments.

Noteworthy features for a firm of this size include a very small client base and modest assets managed under a single, experienced portfolio manager, while still offering access to less common investments such as limited partnerships in real estate and oil and gas and trading in commodities and options. The brochure also discloses operational practices that can affect execution and potential conflicts—trade aggregation and allocation, use of brokers that provide research, and arrangements to pay third parties for client referrals—and clients retain authority to vote proxies rather than the adviser voting securities on their behalf.