Fleet Capital Management, LLC

Overview

Fleet Capital Management, LLC is a small, client-focused investment adviser that concentrates on discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and deliberately centers its allocations on publicly traded equities—using exchange-traded instruments as the primary vehicle for client exposure. Fleet Capital does not position itself as an ESG-focused manager and operates as a single-state, individual-owner adviser rather than a multi-state or institutional consultant. Its business model emphasizes active management of client portfolios with a clear tilt toward liquid, exchange-traded equity exposures complemented by select alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices