About

Modern Capital is a US based  investment firm that provides specific income and growth focused asset management strategies to financial advisors and financial institutions through its mutual fund and model portfolio products.  With decades of extensive asset management experience,  our goal is to turn your clients’ vision into reality with a decidedly modern approach to investment 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.

Sustainable investing means seeking out companies that do the right thing for their people and the communities that rely on them. We believe these firms will out perform the market over time. We've committed our people, technology and research to identifying these investment opportunities.

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We take a mindful approach that does not follow industry norms but sets them for the future. Finance that works to help our clients take care of their clients...that's our approach to asset management.

Principles & Culture

Financial Services With Innovative Solutions.

Challenging today’s investment norms.

Leveraging technologies to boost speed and access.

Seeking unique strategies to drive income without abandoning the prospect of capturing equity growth.

Valuing institutions goals and building long-term strategies to meet them.

Unlocking value for institutions to recruit and retain top talent in the non-profit world.

Assets

Our people are our greatest asset.

Modern Capital provides innovative solutions to overcome the challenges of low interest rates, volatile markets and shifting regulations, all while building deep relationships with our clients to keep them on course to their long term mandates. 

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

We founded our firm around the belief that great people simply need the best tools and strategies to create meaningful value for their constituents.  Working with Modern Capital inspires new insights, passion, and a heightened focus on delivering sustainable results.

Leadership

The Modern Capital leadership team has created an environment that values thoughtful perspectives and a results-based mindset.

Locations

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

Mailing Address

1050 Johnnie Dodds Blvd
Mount Pleasant, SC 29464

Mailing Address

7000 Six Forks Road, Suite 102
Raleigh, NC 27615

Newsletter

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