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Why McCabe Experience — McCabe Capital Managers has been providing advisory services since 1982. We have time spent navigating many areas of the market that call for an understanding of risks that may not always be easy to identify. This includes an investment history with alternative investments including hedge funds, private equities, commodities, and real estate, dating back more than a decade. Scale —We currently advise over $1.44* billion in assets for a diverse range of clients, including wealthy individuals and families, trusts, charitable organizations, endowments, corporations, and other SEC registered advisors. In addition, the firm oversees consulting assets in excess of $1.058 billion on a periodic or event-driven basis and is a member of a multi-advisor investment committee for a client whose assets are over $283 million. Customization — We are fortunate that while our asset base is sizable, it is concentrated across a reasonably sized base of relationships. This allows us to tailor portfolios as well as reports to the needs of each client. In short, solutions are found for clients rather than clients for solutions. This also affords us the opportunity to provide each client with access to the professionals making the key decisions. Industry Contacts — We have an extended network of industry professionals and access to managers that only accept investors known to them. Best of Class Approach — We provide clients with access to a broad array of top performing, outside managers and strategies within each asset group. Open Architecture — We receive no third party compensation for inclusion on our platform and do not recommend affiliate managers or strategies to clients. This truly open architecture enables us to provide objective, low cost advice.
*Approximately $1.154 billion involves assets under management for accounts receiving continuous and regular supervisory or management services. The remainder (approximately $286 million) involves consulting assets where McCabe provides continuous and regular supervision for assets under management with other investment advisers. |