Business Details
17 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Fieldercapital is an SEC-registered investment advisory firm founded in 2009, dedicated to providing independent, client-focused financial solutions. Our team of seasoned professionals brings decades of experience from top-tier institutions, combining rigorous research with creative strategies to address complex financial challenges. We specialize in investment management, holistic financial planning, and family office services for clients across 23 U.S. states. As a 100% employee-owned firm, we prioritize transparency, adaptability, and long-term client success. Our approach integrates customized investment policies, tax-efficient strategies, and coordinated estate planning to help clients navigate evolving economic landscapes. With senior partners who have weathered multiple market cycles, we emphasize disciplined risk management and forward-looking portfolio construction.Our services extend to consolidated reporting, philanthropy administration, and secure document management, ensuring comprehensive support for high-net-worth individuals and institutions. We maintain strict independence from institutional biases, enabling objective decision-making across multiple custodians. Through continuous monitoring and tax-loss harvesting, we strive to optimize returns while aligning with each client's unique objectives. Our commitment to excellence is reflected in our team's advanced credentials, including CFA charters, CFP certifications, and legal and accounting expertise.
Services
Investment Management
Portfolio Management
Financial Advisory
Family Office Services
Estate Planning
Trust Planning
Risk Management
Philanthropy Administration
Tax Planning
Retirement Planning
Details
- Year established: 2009
Highlights and features
- We offer over 15 years of experience in independent financial advisory services
- Our team includes CFA charterholders and CFP certificants with Wall Street expertise
- We provide holistic financial planning tailored to each client's unique needs
- Our 100% employee-owned structure ensures unbiased, client-first advice
- We serve clients across 23 states with customized investment strategies
Services
Investment Management
We develop customized investment strategies aligned with client objectives, employing active portfolio management and tax-loss harvesting techniques. Our approach combines fundamental research with risk assessment to optimize returns across market cycles. With SEC-registered oversight, we provide ongoing monitoring and rebalancing for institutional and high-net-worth clients.
Family Office Services
Our family office solutions integrate investment oversight, consolidated reporting, and estate planning coordination. We act as outsourced chief investment officers, managing multi-custodian portfolios while facilitating private asset acquisitions. Services include tax optimization strategies and philanthropy administration for busy high-net-worth families.
Estate Planning
We coordinate with legal and tax professionals to create optimized estate plans that minimize tax liabilities and administrative complexity. Our trust and estate planning services focus on intergenerational wealth transfer strategies while maintaining compliance with evolving regulations through attorney collaboration.
Portfolio Management
Our portfolio management services combine strategic asset allocation with active risk management. We implement customized investment policies, execute tax-efficient trading strategies, and provide consolidated performance reporting across public and private investments for individuals and institutions.
Financial Advisory
We deliver comprehensive financial advisory services covering cash flow analysis, retirement planning, and risk assessment. Our advisors develop integrated strategies addressing investment management, tax planning, and estate preservation needs for clients across 23 U.S. states.
People
Frank Byrd
Founder, Managing Partner
CFA charterholder and CFP certificant with 30+ years of financial services experience. Founded Fieldercapital in 2009 after co-founding Hawkshaw Capital Management. Senior financial consultant at Merrill Lynch from 1991-1998. MBA from Columbia Business School.
Stephen Korn
Partner, Chief Investment Officer
CFA charterholder with 20+ years as professional investor. Former equity analyst at Goldman Sachs Asset Management. Led public investing arms for two family offices. MBA from Columbia Business School and B.S. in Engineering from Cornell University.
Nathan Frigge
Partner, Financial Advisor
CFP certificant specializing in comprehensive financial strategies. Graduated from University at Buffalo with B.S. in Business Administration. Manages multi-custodian portfolio analysis and cash flow planning for Fieldercapital clients.
Neil Greenspan
Chief Operating Officer
CPA with executive finance experience at global reinsurance companies including Greenlight Capital Re. Holds MBA and MS in Accounting from Northeastern University. Oversees operational infrastructure and compliance at Fieldercapital.
Mauricio Cortes
Financial Advisor
CFA charterholder and CFP certificant with decade-plus experience in complex financial decisions. Former Co-Head of Investments at national advisory firm. Provides strategic guidance to high-net-worth clients using advanced economic analysis.
Questions
What services does Fielder offer?
We provide investment management, family office services, estate planning coordination, portfolio management, and comprehensive financial advisory services tailored to families and institutions.
How is Fielder different from other financial advisors?
As 100% employee-owned fiduciaries, we maintain independence from institutional product biases and focus on customized solutions developed through rigorous research and creative thinking.
Which geographic areas do you serve?
We work with clients across 23 U.S. states, providing remote and in-person advisory services through our Nashville-based team.
What qualifications do your advisors hold?
Our team includes CFA charterholders, CFP certificants, CPAs, and legal professionals with decades of combined experience in investment management and financial planning.
How do you approach investment strategy?
We develop customized investment policies that adapt to changing markets, employing active management, tax-loss harvesting, and risk assessment across public and private assets.
Can you assist with estate planning?
Yes, we coordinate with attorneys and CPAs to optimize estate plans, focusing on tax efficiency, intergenerational wealth transfer, and regulatory compliance for high-net-worth clients.
