2nd Market Capital provides active portfolio management for individuals, retirement accounts, and corporations.  We specialize in analyzing publicly traded real estate and infrastructure securities and finding those trading at discounts to intrinsic value. 

Let’s make sure 2MCAC is the right fit for you 

We are best suited to work for individuals with an annual income above $80,000 or current investable assets greater than $100,000.

• You have limited time or resources, or lack the expertise to actively manage your investments
• You have current investable assets of at least $100,000
• You don’t have $100,000 to invest now, but you have $10,000 and the ability to make recurring monthly deposits to build your wealth over time
• You want total returns from a mix of dividend-based income and capital appreciation
• You want the benefits of real estate investment without having to buy, manage, or finance property yourself

Step 2

Introductory Conversation

During our introductory call, we’ll mutually decide if we are a suitable fit for each other.  If we both decide to proceed, we  will: 

1. Share our Disclosure Brochure with you, providing information about our qualifications and business practices
2. Send you a link so to submit the information necessary to establish an asset management account with 2nd Market Capital Advisory

Step 3

Onboarding Process

Upon receipt and review of your information, we will forward our Asset Management Account Agreement, including our Fee Schedule and Statement of Investment Policy, for your review and execution, along with an invitation to open and fund your brokerage account at TradePMR or IBKR.  We encourage you to review all documents before signing.  If you have any questions about the process, please contact Robin Sherman directly at 608-800-7272.

Step 4

Put your plan in place

Once you have returned all necessary documents to open and fund your account, we will put your money to work for you.

You can learn more about our qualifications and business practices here.

Still have questions?  Contact us at 608-833-7793.