Close Close

Technology > Investment Platforms > Turnkey Asset Management

Charles Lieberman

Your article was successfully shared with the contacts you provided.

Chief Economist and

Investment Strategist

Advisors Capital Management L.L.C.

West 115 Century Road

Paramus, New Jersey 07652


Year current firm began: 2004

Number of principals: 4

Number of clients: 100 individuals plus 40 advisors representing 300 clients

Assets under management: $150 million

Compensation: Fee-Only

Fee for managing assets: 1.5% to 2.25%; 80 basis points to advisors

Client minimums: $250,000 (with a few exceptions)

Education: BS in economics, M.I.T.; Ph.D. in economics, University of Pennsylvania

Previous incarnations: Taught at University of Maryland and Northwestern University; head of monetary analysis staff, Federal Reserve Bank of New York; debt market specialist, Morgan Stanley; equity market analysis, Shearson Lehman Brothers; chief economist and head of research, Manufacturers Hanover Securities Corp. (Chemical Bank and Chase Manhattan), ran a hedge fund.

Outside interests: Collecting fossils, playing tennis, enjoying music