Modern Capital Management Co.
A Modern Approach for the Modern Professional
Who We Are
We are a boutique asset management company, based in Charleston SC, that caters specifically to investment advisors, institutional clients and high net-worth individuals & families. Modern Capital Management prides itself on being able to deliver global wealth solutions while maintaining a local presence. Our team is uniquely made up of investment and operations specialists that spent most of their careers on the sell side, honing their asset management and product expertise for large corporate institutions or RIA's. This experience culminated in our partnership and launching our flagship mutual fund offering, the Modern Capital Tactical Opportunities Fund, which is one of the few publicly traded mutual funds of its kind with regards to trading closed-end funds. Our approach of identifying gaps in the market allows us to think more holistically about wealth management and how we wanted to position ourselves in the marketplace. We seek to cultivate a culture rooted in innovation, client service and partnership.
To provide a "one of kind" investment that creates significant income & returns for shareholders
How We Do It
Leaning on Our Portfolio managers expertise in the Closed End Funds (CEFs) space, which is the core of the portfolio.
- 22+ years' experience trading similar strategy
- 50-80% invested in CEFs, balance is Cash, ETFs, REITs, ADRs, Stock and Bonds.
- Actively traded to capitalize on the inefficiencies, opportunities, and anomalies in CEFs
- Targeting a 2-2.5% Quarterly Dividend
The Modern Capital Tactical Opportunities Fund
Our consulting process begins with a discussion about your needs, your pain points, and strategic vision. Contact us to schedule a discovery call to get started.