Agile Capital Inc- Veteran Owned

Investment Bank/Securities Brokerage - Indianapolis, IN, US

Agile Capital Inc- Veteran Owned Employees

Howard Herring

Senior Portfolio Manager

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James Longstreth

Development Analyst

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Agile Capital Inc- Veteran Owned Senior Management

JIM LONGSTRETH

Principal, CEO

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Agile Capital Inc- Veteran Owned Details

AGILE CAPITAL, INC is an Investment Management firm, employee owned and majority led by US Military Veterans and Investment Industry Veterans. Agile manages Equity Portfolios and Fixed Income Portfolios with a bias toward Risk Management. Agile also offers Investment Policy Review and Investment Policy Compliance consulting for Institutional Investors in the Public Sector and Private Sector. Agile Capital is employee owned and endeavors to hire and train former military when possible. The firm is considered a Minority Owned firm and is certified as a SDVOSB- Service Disabled Veteran Owned Small Business. Agile HQ is Indianapolis with operations in the southwestern US led from it's Austin, Texas regional office.

Website: agilecapital.us

Employees: 5 - 9

HQ: N/A

Location: Indianapolis, IN, US

Revenue: Not Available

Agile offers a discounted fee structure to veterans and military service personal. Agile does not charge an advisor fee for veterans or military personnel or the family members with accounts less than $20 000. A 25% discount is given to veterans and active duty reserve or national guard service members and a 50% discount to disabled veterans according to AGILEâ€™s regular fee schedule. Agile Capital managers over $120 million for Municpalities using short term fixed income securities on a partial discretion basis. We negotiate a flat fee rather than AUM percentage which advantages the City County or State in budgeting. Agile Capital originally was a research firm focussing on Investment Class allocations. Our research is available on a subscription basis. Risk Managed Investment Portfolios based on proprietary research Agile bedrock approach is non-correlation and shallow draw Portfolio rebalancing as often as monthly and quarterly Available descriptions and performance on Morningstar and Evestment Investment Policy Review and Investment Policy Compliance is offered to Institutional Clients

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