About

Modern Capital is an innovative American investment firm that provides a wide range of financial services to a substantial and diversified client base, including corporations, financial institutions, and portfolio managers. With decades of deep knowledge, our financial leaders turn our clients’ vision to reality with a decidedly modern approach to investment platform management. 

Overview

We are Modern Capital.

We believe that sustainability starts with the individual.

We commit the people, capital, technologies, ideas and research toward creating sustainable wealth opportunities for all people.

What was previously only available to the ultra-wealthy is now an opportunity for the retail investor to achieve truly sustainable wealth.

For the modern world. The modern investor. The modern wealth manager. The modern company. The modern institution.

Institutions require sustainable solutions as well. As the backbone of our economy, if you thrive, our economy grows. We take a mindful approach that does not follow industry norms, but sets them for the future.

Finance that works to take care of you. Your family. Your community. Your economy. Your world

We are Modern Capital. For the modern world. The modern investor. The modern wealth manager. The modern company. The modern institution.

Constantly challenging today’s investment norms to trendset the next phase of investing.

We believe that sustainability starts with the individual. We commit the people, capital, technologies, ideas and research toward creating sustainable wealth opportunities for individuals and institutions. What was previously only available to the ultra-wealthy is now an opportunity for the retail investor to achieve sustainable wealth.

Institutions require sustainable solutions as well. As the backbone of our economy, if you thrive, our economy grows. We take a mindful approach that does not follow industry norms but sets them for the future. Finance that works to take care of you. Your family. Your community. Your economy. Your world.

Overview

We are Modern Capital.

For the modern world. The modern investor. The modern
wealth manager. The modern company. The modern
institution.

Constantly challenging today’s investment norms to
trendset the next phase of investing.

Principles & Culture

Financial Services With Innovative Solutions.

Challenging today’s investment norms.

Leveraging technologies to boost speed and access.

Providing retail investors with access to legacy-wealth opportunities.

Valuing expertise by giving advisors the freedom to succeed, without dictating the terms of an individual’s path there.

Unlocking value for institutions and governments by committing capital to today’s alternatives, and tomorrow’s norms.

Assets

Our people are our greatest asset.

Modern Capital provides innovative solutions to the entire spectrum of investments, while creating deep relationships that rival ultra-high net worth institutions.

Our people are our greatest asset. We invest in our clients through technologies, systems and asset management principles that show our determination and dedication to paving the way for unlocking alpha.

We founded our firm around the entrepreneurial spirit and belief that great people simply need the best tools and strategies to create meaningful returns. Finally, we believe in applying best principles across the spectrum of investing to a common focus and model. Qualitative, quantitative, short and long duration, and beyond.

Working with Modern Capital inspires new insights, passion, and a heightened focus on ethics and delivering results.

Leadership

The Modern Capital leadership team has created an environment that values thoughtful perspectives and the entrepreneurial spirit.

Locations

Modern Capital is headquartered in Charleston, SC with offices throughout the United States.  

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  • Raleigh
  • Charleston
  • Palm Beach
  • Seattle
  • Houston
  • New York
  • Sacramento

Newsletter

A weekly email from Modern Capital about trends shaping markets, industries and the global economy.

Securities offered through Western Equity Group Inc. Member FINRA/SIPC Fee based advisory services processed through and supervised by Liberty Partners Capital Management, LLC