About Modern Capital

Modern Capital is an institutional asset management company with a focus on providing income generating investments for advisors, retirement solutions for non-profit entities and bespoke asset management solutions for RIAs and family offices.  


What We Do


The Modern Capital Tactical Opportunities Fund seeks to provide income and asset appreciation by investing a significant portion of the portfolio in closed-end funds (CEFs), exchange-traded funds (ETFs), and sponsored American Depositary Receipts (ADRs).

Bespoke Models

Our differentiated investment models support thoughtful contemporary portfolios. We work specifically with Registered Investment Advisors, Exempt Reporting Advisors and trust companies to build unique asset management solutions for their constituents.

Non-Profit Solutions

We tailor customized plans to protect human capital and consult on ways to increase non-interest income to the bottom line; enhancing a non-profit institution's ability to recruit and reward top talent.

Financial Advisors

Asset Management solutions so you can focus on growing your practice.

Portfolio Managers

Take your strategy to the next level by building out a formal model, mutual fund or ETF.

Non-Profit Entities

Recruit and retain the best while strengthening your balance sheet.


Work With Modern Capital

If you’re a financial advisor looking for income and growth solutions for your clients, a portfolio manager looking to scale your strategy, or head a non-profit enterprise, we’d love to hear from you.