As a private family-run firm, we answer to our clients, not shareholders. Defender Capital, an SEC-Registered Investment Advisor, manages investment accounts – retirement accounts, non-retirement accounts, trusts, corporate accounts, donor-advised funds, etc. – for individuals, families, and corporations. We take a research driven, long-term approach, investing in U.S. equities. We keep skin in the game by investing in the same holdings as our clients. We offer fair and transparent fees. We focus on deliver
Family founded in 2002. Defender Capital manages investment accounts – retirement accounts, non-retirement accounts, trusts, corporate accounts, foundations, donor advisor funds, etc. – for individuals and corporations. Defender Capital is an SEC Registered Investment Advisor (RIA).
Site design by Sage Creative Co