OUTLOOK CAPITAL MANAGEMENT, LLC

Overview

Outlook Capital Management, LLC is a small, owner-operated RIA that provides discretionary portfolio management primarily to individuals, families and small businesses. The firm charges fees as a percentage of assets under management and favors equity-based allocations: exchange-traded equities are the dominant exposure across client portfolios. Advisory services are focused on managing separate accounts and tailoring equity exposures rather than pension or institutional consulting. Outlook is not positioned as an ESG-focused manager, and it does not present itself as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices