NORMANDY CAPITAL MANAGEMENT, LLC

Overview

Normandy Capital Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and offers a mix of financial planning and discretionary portfolio management for individuals and small businesses. Educational seminars and workshops are also part of its client-facing activities. Normandy charges fees based on a percentage of assets under management and can also bill on hourly or fixed-fee bases. The firm reports an affiliation with an insurance company and does not position itself as a capital allocator or an active ESG investor.

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Location & Offices