4M Capital takes the time to understand each client’s unique circumstances, goals and needs to build a custom portfolio.
We are a fiduciary advisor and put our client’s interests and well being first.
4M Capital along with 4M Partners has been investing in public and private markets for over 20 years.
We are a financial advisory and management firm that specializes in equities, fixed income and preferred securities portfolios. 4M Capital creates balanced portfolios for individuals and small organizations with a focus on delivering consistent, long term results at an appropriate risk level. We believe in putting our clients first and very low fees.
The backbone of most investment portfolios, 4M Capital’s objective is to maximize return and protect real value with quality companies across a range of industries.
With a goal to properly diversify while maximizing returns, 4M Capital takes Common Stock, Fixed Income and Preferred Securities to create a tailored and well balanced portfolio.
Another key ingredient for many portfolios, 4M focuses on tax efficient income streams tailored to client needs.
Often misunderstood or ignored altogether, 4M specializes in selecting preferred securities creating highly diversified income streams.
4M Partners, LP is a privately owned investment firm that opportunistically invests in a variety of assets both public and private. 4M Partners is well capitalized and able to deploy quickly for investments that meet our needs and criteria across a variety of assets and stages of growth. 4M has always prioritized a long term investment philosophy and meaningful relationships with managers.
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