Sub-advisory Services  provided to leading pension and investment management firms.

Accountability Capital offers an alternative to costly and generic mutual funds and ETFs which charge management fees even when they perform poorly.  Discover Accountability Capital’s advantages and benefits.


Accountability Capital is an independent, active portfolio management and research firm. Our multi-strategy approach utilizes option-based strategies in addition to macro, fundamental and technical analyses. Our focus is on disciplined risk management, yield enhancement, momentum participation and targeted activism designed to create long-term value.

Seek and demand accountability from companies in which you invest and investment managers with whom you invest. 

​Invest with Accountability Capital. 

In the News: 

-  Accountability Capital announces industry leading performance-based hurdle rate of 5% before management fees may be earned. 

-  Our 2020 stock picks and target entry prices. Picks include large, mid and small caps such as BA, LK and CPE. Request the full list.

-  Just published - Practical Advice for Investors and Traders: Navigate and Profit in Any Market .

Independent Portfolio Management & research   provided by experienced CFA charterholders with CPA designations.

Separately Managed Accounts unique to each institutional and retail investor.