Fire Capital Management, LLC

Fire Capital Management, LLC is a registered investment adviser based in San Francisco, California, established in December 2018. The firm specializes in providing tailored Private Wealth Management (PWM) and Multi-Family Office (MFO) services to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, as well as institutional clients like private foundations through its Outsourced Chief Investment Officer (OCIO) service. As a fiduciary, the firm prioritizes clients' interests and focuses on adding value to every relationship. Fire Capital Management offers High Net Worth Wealth Management Platform services with a tiered fee schedule based on assets under management. Clients are required to grant discretionary investment authority for this service. The firm may invest client assets according to model portfolios developed by the firm, designed for varying risk tolerances. Fire Capital Management also supports socially conscious investing, incorporating Environmental, Social, and Governance (ESG) analysis into investment decisions. The firm's investment approach is flexible, allowing for customization based on clients' personal values and financial goals. Fire Capital Management attends industry conferences for due diligence and research purposes, with a disclosure addressing potential conflicts of interest related to event sponsorships. The firm's proxy voting policy prioritizes actions that benefit shareholders and increase shareholder value. Fire Capital Management does not have custody of client funds and securities, and clients are responsible for voting proxies unless specified otherwise. The firm does not participate in wrap fee programs and does not accept performance-based fees. Fire Capital Management's brokerage practices involve recommending Charles Schwab for custody and brokerage services, with a focus on best execution of trades. The firm may aggregate trades for discretionary accounts and recommends mutual fund share classes based on client needs. Fire Capital Management does not have any financial impairments that would affect its ability to meet client commitments. The firm provides detailed information on IRA rollover considerations, encouraging clients to carefully evaluate options before making decisions.