Our Story

SevenOneSeven Capital Management has been managing assets for individuals and institutions for a combination of over 25 years. In recent years, as SevenOneSeven Capital Management achieved additional scale and scope, surpassing $500 AUM and introducing several new portfolios for individuals and plan sponsors the team began offering its services to outside advisors seeking specialized asset management programs for their clients.

The team at SevenOneSeven Capital Management takes pride in its advisor-friendly approach to managing client assets. The team understands that advisors value having a welcoming and open communication process, help with day-to-day interactions with current and prospective clients, as well as top-tier research, analysis, and processes to help maximize performance.

SevenOneSeven Capital Management employs a strong investment process to ensure proper implementation of its investment decisions. To achieve this oversight, the team created an investment committee comprised of both inside and outside investment professionals to help in the decision making process. The investment committee provides SevenOneSeven Capital real-time feedback, as well as years of investment management experience, to ensure a robust decision making process.

SevenOneSeven Capital understands the many pressures that advisors experience, on a daily basis, to meet the needs of their clients. Our goal is to partner with advisors in order to relieve some of these pressures, as well as give advisors time to focus on managing client relationships and growing their business.