Business Description
Maryland Capital Management is an independent Registered Investment Advisory firm specializing in asset allocation and investment management services. Our approach to investment management is similar to that of Institutional Pension Plans, Endowments and Foundations and reflects our firm’s principles of independence and diversification. We work closely with you to develop a strategy to protect and grow your investments. We identify asset classes that are not highly correlated to create portfolios that offer both high returns and diversification. Assets include domestic and international equities, fixed income, real estate, commodities and Alternative Investments. Portfolios are separately managed and customized to specifically address client needs for diversification, income and risk/reward objectives.
General Information Gender:    Male CRD#:    2367844 Firm CRD#:    133329 States Licensed in:    MD, VA, DC, CA, CT, FL, NJ, NY, PA, TN, UT Years of Experience in Financial Services:    15 Number of Years with Current Firm:    4 I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors
Education Academic Background   Bachelor of Arts degree -Wake Forest University MBA - Loyola College Maryland
Services Investment Types:    Exchange Traded Funds (ETFs), Bonds, Stocks, Commodities, Mutual Funds, Alternative Investments
Qualifications & Memberships Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant Securities Licenses:    Series 65 Non-Financial Organization Memberships:    Independent College Fund of Maryland, Wake Forest University Alumni Council
Firm Information Number of Advisors in Office:    Up to 10 employees I work with clients as part of a team:    Yes Firm's Number of Clients:    250+ Firm's Number of Managed Clients:    250+ Assets Managed by Firm:    $400,000,000+
Compliance Registered Investment Advisor:    Yes Investment Advisor Representative:    Yes I am an acknowledged fiduciary:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-only financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $500,000 Compensation Methods:    Based on Assets Fee % Based on Assets:    1% Additional Details on Charges:    Tiered Fee Structure 1% up to $1MM .75% $1MM to $3MM .60% over $3MM
Prepared By:	John Blair, CFP®
Most Recent Update:	11/12/2008

Frequently Asked Questions

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