Our Boutique Culture
We are an entrepreneurial team-driven organization that embodies the resources and reach of a large company with the drive, agility and focus of a small company. Our culture is built on extensive experience and supported by a belief in the principles of open communication, trust, respect, passion and hard work. This is the environment we have chosen for ourselves and believe it is the philosophy that best supports the goals of our clients.
We understand the importance of our work as fiduciaries for our clients’ assets. We are driven to deliver professional excellence on their behalf. We see communication as the linchpin of quality relationships. As such, we are dedicated to an approach of active listening and timely responsiveness. Our integrity and commitment to fiduciary responsibility are non-negotiable. We truly care.
Our Firm and Approach
Andres Capital Management, LLC is an owner operated advisory organization located in Suburban Philadelphia. Our clients include institutions, financial intermediaries, high net worth individuals and family offices.
We are opportunistic investors with a conservative bias. Our investment approach is built on three essential factors: the protection of principal, the maximization of after-tax returns and the growth of income. We believe the identification of value in the allocation of capital is a critical component of successful investing. Our experience guides us in the search for relative value because we understand the underlying characteristics of investment products and how they perform within different market and economic environments. This process ensures that our clients remain investors not speculators.
We understand that wealth preservation and growth depends on utilizing diverse and low correlated asset classes. We will tactically concentrate or diversify assets depending on our assessment of asset class return possibilities, asset class correlations, and the risk tolerance inherent in meeting our client’s investment objectives.