Portfolio Management

Guided by our investment philosophy and 7 Key Tenets to Successful Long-Term Investing, Armory Capital Management, LLC provides comprehensive fee-only investment portfolio management services. We work closely with clients to build, manage, and preserve wealth for the long-term. We assist clients in the three stages of wealth management: the accumulation of assets, the preservation of assets and the distribution of those assets. So no matter what stage of your life you are in, we can help you with your investment portfolio needs.

Armory Capital Management uses a variety of investment vehicles to construct portfolios. These include individual stocks and bonds, as well as low-cost mutual funds, and exchange traded funds (ETFs). Client portfolios are compared to appropriate benchmarks and their performance is reported net of all fees and expenses. This is the only true way for a client to know if they are earning an appropriate return relative to the risk.

Client assets are held at Charles Schwab & Co., Inc., assuring our clients reliable execution and timely reporting. We encourage quarterly meetings with clients to assure that their investment goals are on track.


At Armory Capital Management we believe that every client deserves not only to know exactly how their investments have performed, but how they have performed compared to a like benchmark. For each of our clients, we create a custom benchmark that has the same asset allocation as the client’s account. For example, a client that has a portfolio with 70% invested in Large Cap US stocks, and 30% invested in Investment Grade Bonds will be compared to a benchmark that is 70% S&P 500 and 30% Barclays US Aggregate Bond Index. This allows us to give each client a comparison for how their portfolio has performed net of all fees and expenses.

Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.

- Peter Lynch, retired manager Magellan Funds