ANDREWS CAPITAL MANAGEMENT INC

Overview

Andrews Capital Management Inc. is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm operates with an owner-type of individual and serves both private-wealth and institutional clients. Its advisory model blends traditional fee-based asset management (percentage of AUM) with hourly financial planning engagements. Investment activity is concentrated in pooled public funds and mutual funds, which make up the single largest asset category on the books. The firm does not position itself as an ESG specialist and is not registered as a multi-state adviser or pension consultant. Andrews Capital Management Inc. does not present itself as a capital allocator and lists portfolio management and financial planning as its core advisory activities.

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Location & Offices