Process Design Capital Management, LLC

At Process Design Capital Management our mission is to enrich our clients’ lives and to help them make major financial decisions so that they may achieve their financial goals with confidence. We do this by implementing sound financial strategies that are unique to each of our client’s financial situation. Process Design Capital Management offers our clients services in the critical areas of retirement planning, wealth preservation and wealth transfer. Our process is comprehensive, best in class and thorough. Each plan is customized and individualized for each family to make sure specific objectives are met, given the familys financial assets. Our investment committee is led by co-chief investment officers James M. Garber, CFA who has an emphasis on fundamental research, and Sean R. Balog, CMT, who provides additional technical analysis. We stay true to our disciplined, long-term perspective while capitalizing on selective, opportunistic recommendations. All of our professionals have a singular mindset and objective; to help achieve the goals and objectives of each of our clients in a customize, personalized and professional manner. As an independent Registered Investment Advisor (RIA), we act as a true fiduciary for our clients and their assets. We are not affiliated with any brokerage firm, bank, trust department or financial services institution. Being independent allows Process Design Capital the opportunity to provide unbiased and completely objective advice. With an autonomous mindset, we do not allow ourselves to be influenced by market sentiments, fads, corporate parents, product pushers or other short-term aberrations.