Our History

At Private Capital Management, we take the perspective of a client and arrange our services in the way we want our own money managed. Consequently, we are different from many other investment firms in several important ways.

  • We are a fee-only and fully discretionary investment advisor.
  • Our sole source of compensation comes from you, the client. This aligns our interests with your own.
  • We are solution oriented, not product driven. We do not sell insurance or investment products.
  • Our advice is objective and independent.
  • We offer customized and highly focused solutions tailored to meet your needs.
  • Your assets will be held in your own name at either Charles Schwab & Co. or TD Ameritrade Institutional, a division of TD Ameritrade, Inc.
  • This arrangement offers access to the scale and resources of a third party custodian but allows us to maintain a close personal connection with you.

In July of 2012, Private Capital Management became a subsidiary of Guaranty Bank and Trust within its Wealth Management Group. For more information click here.

250 Steele Street, Suite 350 Denver, Colorado 80206  Phone: 303.370.0055
Investment Management Products are: