Model Capital Management LLC Email Format

Investment ManagementMassachusetts, United States2-10 Employees

Model Capital Management LLC operates in the investment management sector with a focus on asset allocation as the primary source of portfolio risk and return relative to market indices. It employs a systematic, model-driven process to guide both strategic and tactical asset allocation decisions. Its research framework emphasizes fundamental factors as mid-term market drivers that help identify downside risk, while technical indicators are used to manage short-term risk.

The firm works with financial advisors, RIAs, and other managers by serving as a sub-advisory manager on platforms such as AssetMark and Model Capital Services. It also acts as a signals provider for advisors who implement the strategies themselves. Based in Boston, Massachusetts, the company maintains a small professional team.

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