Cultivar Capital, Inc.

SEC-regulated
Registered investment advisor
Cultivar Capital, Inc. is a fee-only registered investment advisory firm founded by Thomas E. Muir in December 2011, with over 25 years of financial industry experience. The firm offers portfolio management services tailored to individual client needs and objectives, including investment supervisory services and fund management. Cultivar became the investment adviser to the Cultivar ETF in December 2021, offering a non-diversified series of ETF Opportunities Trust. The firm provides financial planning advice, ERISA plan services, and acts as a limited scope ERISA 3(21) fiduciary. Cultivar's investment philosophy focuses on asset allocation across various security types, utilizing fundamental and technical analysis. The firm's asset management fees are billed quarterly based on a tiered schedule. Cultivar does not charge performance-based fees and does not engage in directed brokerage. The firm has a Code of Ethics in place and has not faced any disciplinary actions. Client accounts are held at Schwab, and Cultivar has discretionary trading authority. The firm does not vote client securities except for the Cultivar ETF, for which it has proxy voting policies and procedures in place. Cultivar does not provide financial information as it is not required to do so.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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