A complete list of active advisors currently associated with World Capital Management

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

World Capital Management is a state-registered investment adviser that provides discretionary portfolio management and related advisory services to individuals, trusts, estates and IRAs. The firm delivers customized portfolio construction and ongoing supervision under written investment advisory agreements and typically references a $1 million account guideline while retaining discretion to accept smaller or negotiated accounts. WCM’s investment approach is macro‑informed and data‑driven, centering on leveraged exchange‑traded products—primarily the 3x Nasdaq‑100 ETF TQQQ—supplemented by U.S. Treasury and other defensive ETFs, tactical overlays (including leveraged and inverse ETFs/ETNs), and limited use of derivatives and margin in separately managed accounts. Portfolios are managed under a rules‑based framework that employs technical indicators, staggered entries and exits, stop‑loss orders, rebalancing triggers, and daily monitoring supported by regular economic reports. Compared with peers, the firm’s concentration on a single leveraged product (TQQQ) combined with explicit disclosure of derivative and ETN usage in tactical overlays is uncommon for a small investment manager. WCM also discloses a referral compensation arrangement with Morgan Stanley and serves a mix of clients—including non‑high‑net‑worth and high‑net‑worth individuals—while maintaining daily oversight of leveraged positions, features that are atypical for firms in this category.

To learn more about the advisors currently working at World Capital Management, 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.