Steele Capital Management, Inc.

Steele Capital Management, Inc. is a registered investment adviser established in 1995, committed to serving clients with transparent pricing and minimizing conflicts of interest. The firm, primarily owned by Michael Steele, offers independent fee-only investment advisory services to individuals and company-sponsored retirement plans. As fiduciaries, they must act in clients' best interests, providing prudent and loyal advice, transparent fee structures, and disclosure of conflicts of interest. SCM manages over $3 billion in assets, offering tailored investment portfolios based on client goals and risk profiles. Clients can engage SCM for discretionary or non-discretionary asset management, financial planning, and retirement plan consulting services. The firm's investment strategies focus on long-term investing, asset allocation, and diversification, primarily utilizing low-fee, tax-advantaged investments. SCM does not charge performance-based fees and serves various client types, including high net worth individuals, corporations, and charitable institutions. The firm's investment analysis includes qualitative and quantitative factors, periodic portfolio rebalancing, and risk management strategies. Clients receive quarterly performance reports and have the option to review their accounts annually. SCM exercises proxy voting authority over client securities and maintains strict privacy policies to protect clients' non-public personal and financial information.