Little House Capital

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Wealth Management Redefined

Welcome to Little House Capital

Little House Capital, LLC is an SEC Registered Investment Advisor. The firm was established to redefine the wealth management experience by integrating investment management, financial planning, and complex estate and tax strategies. We provide seamless and comprehensive goal-based solutions to achieve desired outcomes for individuals, their families, trusts, foundations, and endowments.

The Little House Difference

The Next Gen Wealth Management Experience. A full suite of comprehensive wealth management services supported by leading-edge financial technologies allows our team to manage and monitor your investments, tax situation, and estate plan in real-time and present it in a single consolidated view.

Risk-Based, Tactical Investing. Our investment team objectively seeks out market dislocations and investment opportunities across the globe utilizing bottom-up fundamental research and advanced investment screening techniques to construct portfolio solutions.

Risk Management. Risk mitigation is the cornerstone of our investment process as we measure and monitor the interaction of asset classes and industry sectors to provide downside protection for unforeseen market fluctuations and events.

Centralized Information Hub. We have formulated a leading-edge client information hub that consolidates your financial planning and legacy information into a single secure data repository that provides consolidated reporting regardless of where assets are held.

Full Transparency. We strive to be fully transparent and honest in everything we do for you. We attempt to identify and eliminate redundant fees and expenses.

Experienced Team. Our in-house team of Portfolio Managers, Certified Financial Planners (CFPs), Certified Public Accountants (CPAs), and Attorneys bring decades of experience to bear to formulate cohesive and customized wealth strategies for our clients.

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