BRANCH CAPITAL MANAGEMENT

Overview

Branch Capital Management operates as a private wealth advisory LLC focused on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and runs predominantly discretionary mandates, indicating advisors take responsibility for day-to-day investment decisions on client accounts. Branch Capital favors pooled public funds and mutual funds as its core building blocks, while supplementing those positions with fixed-income credit exposure and alternative real estate allocations through outside managers. The adviser does not present itself as an active ESG investor and is not structured as a multi-state or related adviser. Its client base is concentrated on individual and family relationships rather than large institutional pensions or endowments, and its model blends separately managed account capabilities with mutual fund solutions to match household-level planning needs.

Assets & Accounts

Investments & Alternatives

Location & Offices