—
About Select Capital Management, Inc.
Select Capital Management, Inc. is a reputable financial management firm that assists clients in achieving their financial goals through expert guidance and personalized strategies. With years of experience in the industry, their team of dedicated advisors have helped countless individuals and businesses make informed financial decisions and take control of their finances.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial strategies based on individual needs and goals
- Offers a wide range of financial services to meet the diverse needs of clients
- Has a team of experienced and knowledgeable advisors who stay up-to-date with the latest industry trends and developments
- Uses a comprehensive and holistic approach to financial management
Facts and Insights
Select Capital Management, Inc. has been in business for over 15 years and has a proven track record of helping clients achieve financial success. Below are some quick facts and insights about the company:
| Assets Under Management | $1 billion (as of 2020) |
|---|---|
| Number of Advisors | 25 |
| Time in Business | Since 2005 |
Financial Services Offered
Select Capital Management, Inc. offers a comprehensive range of financial services to cater to the diverse needs of their clients. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Select Capital Management, Inc. works with a wide range of clients, including:
- Individuals
- Families
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
The fees and compensation structure of Select Capital Management, Inc. is transparent and based on a percentage of the total assets under management. This ensures that their goals are aligned with those of their clients, as the company’s success is directly tied to the performance of their clients’ investments.
Background
Select Capital Management, Inc. was founded in 2005 by a team of experienced financial advisors who saw a need for a personalized and comprehensive approach to financial management. The company has since grown to become a trusted advisor to individuals and businesses, helping them achieve their financial goals through expert guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, Select Capital Management, Inc. is required to disclose any potential conflicts of interest or legal issues. They have a clean record with no disciplinary actions or sanctions reported. Additionally, their advisors are held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times.
Select Capital Management, Inc. is dedicated to providing their clients with the highest level of service and expertise, helping them navigate the complex world of finance and achieve their long-term financial goals. With a holistic approach and a team of experienced advisors, the company continues to be a leading choice for those seeking financial guidance and management.