Malcolm began his career in 1987 on Black Monday. He has over 35 years of investment and planning experience having acted in various capacities with a number of firms. He led the effort to form Stewart Capital Advisors, LLC, and SEC registered investment advisor subsidiary of S&T Bank and acted as its President and Chief Investment officer for 18 years. He has been quoted in the financial press and has been a guest on various financial and investment programs including Squawk Box, Squawk on the Street, Power Lunch, Closing Bell, Fox Business, Bloomberg TV and Bloomberg Radio. He was also quoted by Andrew Ross Sorkin in his bestselling book, "Too Big to Fail".
The bottom line? You are first! At Barnwood Capital, we work diligently to help meet your financial needs and expectations. Our independence (our owners are our employees) allows us to focus on helping you achieve your financial goals (we have nothing to sell other than service) and, in doing so, we seek to build and retain the long-term relationships that clients seek.
General Information |
| Firm Start Year: | 2024 | |
| No. of Employees: | 1 | |
| Name of Custodial Firm: | Fidelity |
| Number of Years with Current Firm: | 1 |
| Work Experience: | Malcolm has held leadership positions with many financial services organizations including Stewart Capital Advisors LLC, S&T Wealth Management, Marquette Trust Company, Marquette Advisory Services, and West Bank. He received a BBA in finance from Iowa State University. He holds the Chartered Financial Analyst® designation and is a member and past president of the CFA Society of Pittsburgh. Malcolm has served as adjunct faculty at the Eberly College of Business and Technology at the Indiana University of Pennsylvania. |
| Work with the following types of clients: | Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors |
| Advisory Services Provided: | 401K Rollovers, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning |
Services |
| Investment Types: | Stocks, Bonds, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Your Home, Video Conference |
Firm Information |
| Firm's Number of Clients: | 25 |
| Firm's Number of Managed Clients: | 25 |
| Assets Managed by Firm: | 4,343,358 |
| Advisor's Number of Clients: | 25 |
| Advisor's Number of Managed Clients: | 25 |
| Advisor's Number of Planning Clients: | 9 |
| Assets Managed by Advisor: | $4.34 million |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | 1% |
| Additional Details on Charges: | Fees are based solely on assets under management. |
Board Positions |
| Organization : | Homer City Church of the Nazarene, Homer City, PA |
| Position : | Board Secretary |
| Duration : | 05/01/2008-Present |
| Organization : | YMCA of Indiana County, Indiana, PA |
| Position : | Endowment Committee Chair |
| Duration : | 01/02/2020-Present |
Education |
| Bachelor of Business Administration - Finance | Iowa State University - Ames, IA 08/25/1980-12/20/1985 |
Financial Services |
| Portfolio Management
We manage portfolios using individual stocks, bonds, mutual funds and Exchange Traded Funds (ETFs). Portfolio allocation is determined either by a mandate (the client wants a specific portfolio) or by determining the proper allocation/mix based on the client's risk tolerance. |
| Financial Planning for Individuals
We utilize financial planning software to help our clients set goals and expectations as well as make risk-based asset allocation and portfolio construction decision. |
| Retirement Planning
We work with both retirees and individuals planning for retirement to ensure that they are able to meet their retirement goals through understanding both risk tolerance and return requirements. We then use that information to help create risk adjusted portfolio options that will allow them to reach their goals given market expectations. |
| 401K Rollovers
we work with both retirees and individuals looking for help in rolling over 401k balances in an efficient manner. We use goal setting and planning software to determine risk tolerance and an appropriate asset allocation to manage the rollover assets in an efficient, cost-effective manner. |
| Investment Advice & Management
We manage portfolios using individual stocks, bonds, mutual funds and Exchange Traded Funds (ETFs). Portfolio allocation is determined either by a mandate (the client wants a specific portfolio) or by determining the proper allocation/mix based on the client's risk tolerance. |
| Wealth Management
We manage portfolios using individual stocks, bonds, mutual funds and Exchange Traded Funds (ETFs). Portfolio allocation is determined either by a mandate (the client wants a specific portfolio) or by determining the proper allocation/mix based on the client's risk tolerance. |
| Money Management
We manage portfolios using individual stocks, bonds, mutual funds and Exchange Traded Funds (ETFs). Portfolio allocation is determined either by a mandate (the client wants a specific portfolio) or by determining the proper allocation/mix based on the client's risk tolerance. |
FAQs |
Why should I choose you as my financial advisor?I have been in the investment and planning business for more than thirty years across all kinds of markets. I believe that each person's situation is different and deserves special attention. I understand that risk and return are linked and that we often get too focused on one or the other. My purpose is to help people understand where they are and how they can achieve their goals without over focusing either on risks or returns. |
How do you charge for your services?Fees are based as a percentage of assets under management. |
What services do you provide? What are your specialties?We provide financial planning and investment management services for individuals, families, businesses and non-profits. |
What is your experience? How many clients do you currently manage?I have been in the investment business since Black Monday 1987. I currently have less than 50 clients as Barnwood Capital is a rather new venture that I started after leaving my previous employer after 22+ years. |
What financial institution(s) do you represent?I do not sell product, so I don't specifically represent any financial institutions. Barnwood Capital is part of Stratos Wealth Advisors, LLC. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
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
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 5:00 PM |
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