Family Capital Management

Family Capital Management is a registered investment adviser based in Grand Rapids, Michigan, providing personalized portfolio management and financial consulting services since 1999. The firm offers discretionary portfolio management services, where clients grant authority for the firm to manage their accounts. Investment strategies include fundamental and technical analysis, long-term and short-term purchases, and advice on mutual funds, ETFs, annuities, real estate investment trusts, and leveraged ETFs. The firm also offers financial consulting services for specific financial concerns. Family Capital Management charges fees based on assets under management, with rates ranging from 0.25% to 1.25%, depending on the portfolio value. The firm does not accept performance-based fees or engage in side-by-side management. Clients have investment discretion with the ability to set restrictions and guidelines. The firm does not vote on client securities and does not have custody of client funds. The firm's team includes Kyle Kelley, Angela Brooks, and Jeffery Greene, who have educational backgrounds and business experiences in finance and related fields. The firm's professionals adhere to a strict Code of Ethics and act as fiduciaries, always prioritizing clients' best interests.