WEATHERHELM CAPITAL MANAGEMENT LLC

Overview

Weatherhelm Capital Management LLC is a small, fee-based wealth manager that focuses on individual and family clients and small-business relationships. The firm acts as a capital allocator and combines discretionary portfolio management with selection of third‑party advisers for clients who require access to external managers. Its stated investment preference skews toward fixed-income exposures while maintaining a meaningful allocation to exchange‑traded equities and ETFs for liquid equity exposure. Fee arrangements are flexible: the firm charges traditional asset‑based fees, can bill hourly for advisory projects, and also accepts performance‑based fee structures for certain mandates. Weatherhelm does not position itself as an ESG investor. Its advisory services include ongoing portfolio management, pension consulting for smaller plans, and manager‑of‑managers type selection work.

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Public Holdings

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Location & Offices