David Umstead
President, Cape Ann Capital, Inc.
- Role
- Managing Principal and Founder at Cape Ann Capital
- Location
- Essex County, MA, US
- LinkedIn followers
- 500 followers
About David Umstead
I am expert in the use of quantitative techniques to manage investment portfolios;…
Experience
Managing Principal and Founder
Apr 1999 — Present · Manchester-by-the-Sea, MA, US
Cape Ann Capital is an SEC-registered, fee-only advisor. The firm invests in actively-managed, no-load mutual funds for taxable and tax-exempt clients. Cape Ann Capital\'s mission is to find the most skillful mutual fund managers available and to construct portfolios of these managers so that they complement one another to best meet each client\'s return objective and risk tolerance. Each client commits (in writing, as part of the management agreement) to a long-term asset allocation target. Cape Ann Capital manages risk and return relative to the asset allocation target.
Skills
- Portfolio Optimization
- Investments
- Mutual Funds
- Asset Allocation
- Portfolio Management
- Returns-Based Style Analysis
- Asset Management
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