Creative Capital is a registered investment advisor based in Brooklyn, New York, offering custom portfolio management on a discretionary basis for individuals, trusts, estates, charities, corporations, and small businesses. Creative Capital uses a tactical allocation strategy aimed at reducing risk and increasing performance, utilizing exchange-listed securities, over-the-counter securities, options contracts, and real estate partnership interests. The firm's investment approach incorporates fundamental, technical, and cyclical analysis, and may employ options strategies, short sales, margin transactions, and cash hedges. Creative Capital does not have minimum account size requirements and does not charge performance-based fees. The firm's leadership is also involved in external business activities, including real estate pooled investment vehicles and a hardware store.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiated at the sole discretion of the advisor.