Independent · Disciplined · Since 1987
Black Capital Management, LLC is a Registered Investment Advisor (RIA) providing professional investment management and advisory services, specializing in balanced and equity portfolios for employee benefit plans, corporate investment funds, and portfolios of individual and trust assets.
Get in Touch Our PhilosophyHow We Invest
Our primary objective is to maximize total return within each client’s acceptable risk tolerance and unique circumstances.
Investment results are strongly influenced by each client’s specific objectives and guidelines. A disciplined, low-risk, value-oriented approach is implemented by the firm.
Read more →The allocation of assets between various investment alternatives is one of the most important and rewarding decisions a professional money manager can make.
Read more →We invest client funds to achieve their objectives over an extended period of time, consistent with capital preservation.
Read more →Founded by Terry Black, CFA, in 1987, Black Capital Management brings decades of experience in analyzing markets and managing portfolios.
Meet the team →Our Process
The primary objective is to maximize total return within each client’s acceptable risk tolerance and unique circumstances. Implementing portfolio policies and capital market expectations helps structure the optimal portfolio for the client.
Rather than concentrating on quarterly results, our goal is to generate above-average portfolio performance over time while preserving each client’s principal.
Whether you are an individual investor, a trustee, or responsible for an employee benefit plan, we would welcome the conversation.
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