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.

What We Do

Mutual Funds (MCTOX / MCTDX)

Modern Capital Management is the investment manager for our flagship Modern Capital Tactical Opportunities Fund. The fund aims to provide income and capital gains by investing in a significant portion of the portfolio in closed-end funds, exchange-traded funds, single equities, fixed income and ADRs.

Institutional Asset Management

We work with institutional clients on building unique asset allocations and managing tailored portfolios that suit their individual needs. Our CIO and capital markets group works with every client individually to ensure that return and risk expectations are balanced across the specific needs of every institution.

International Family Office Advisory

We build global partnerships and institutional links with international banks and investment managers to help clients diversify their geographic risk and increase potential investment opportunities for international, non-US domiciled clients.

Our Purpose

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

Experienced Management & Leadership Team

100+ years of leadership and management experience across our team

Proven track record of trading the strategy for 20+ years

40+ years of investment management experience

Our portfolio managers have a long history of working together

Worked together as PMs for 18 years

Started MCTDX & MCTOX in 2021 - 2 years of PM

The Modern Capital Tactical Opportunities Fund

Let's Talk

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.