Protected Capital Management

Overview

Protected Capital Management is a small, individual-owned wealth advisory practice focused on direct portfolio management for individuals and small businesses. The firm operates as a sole proprietorship and charges clients on a percentage-of-AUM basis. Its stated advisory activities include discretionary portfolio management and the publication of periodicals or newsletters, indicating an emphasis on providing both ongoing investment oversight and market/strategy commentary to its clients. Client coverage is narrow and concentrated: the firm serves individual and family households rather than institutions, and it is not registered as a multi-state adviser or a pension consultant. The firm does not identify as an active ESG investor. Given its ownership and firm classification, investment decisions are likely centralized and implemented by a compact team or a single lead advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices