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Calvert Capital Management, LLC

16 Office Park Circle Suite 9A
Birmingham, Alabama 35223
United States
Contact :      Richard Calvert
Phone :       205-870-3434
Fax :             205-870-3452
Email :
Web : 

Calvert Capital Management, LLC Information

Type of organization :
Total Assets Managed ($Mil) : $2
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 2003
Wrap Programs Offered? : No
# of Accounts Managed : 12
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Calvert Capital Management, LLC History

Calvert Capital Management, LLC (CCM) was founded in 2003 by the firm's president, Richard Calvert. CCM is an independent professional money management firm located in Birmingham, Alabama. Independence gives us freedom to stick with what we know best? value investing, in all industries no matter what outside market forces prevail. Our focus is simple; ? Managing money? At Calvert Capital Management our only business is managing money. We are not affiliated with any Investment Bank, Brokerage Firm, Insurance Company, Bank or other financial service provider that may result in conflicts of interest. Our independence and style allows us to focus on the long-term goals of our clients. In addition, Calvert Capital Management does not serve as custodian for client?s assets. We work with the client?s custodian or we will recommend the services of Ameritrade. This type of relationship helps avoid any custodial conflicts of interest and the client has the comfort of knowing that two parties are involved with overseeing their assets. ? Client Service- At Calvert Capital Management there are no layers of investment decision makers for the client to deal with. Every client has direct access to the portfolio managers that are involved in our investment process. We believe that money managers should constantly maintain communication with their clients. Our clients can expect customized quarterly reports (or more frequently), annual, quarterly or as needed personal meetings and updates by email and phone. The service and communications our clients receive are tailored to meet their needs. ? Standard of Ethics? At Calvert Capital Management we strictly adhere to the AIMR?s Code of Ethics and Standards of Professional Conduct. The Code and Standards require investment professionals to act with integrity, practice in a professional and ethical manner, exercise independent professional judgment, and put client?s interest before their own.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Calvert Capital Management, LLC Personnel

Mr.  Richard Calvert

Tel : 205-870-3434
Before founding Calvert Capital Management, LLC, Richard was a Senior Vice President and Director of Value Equity Strategies at AmSouth Investment Management Company, LLC, a division of AmSouth Bank. During his tenure in this position he managed over $1 Billion in assets which included managing the $575 Million AmSouth Value Fund and Co-managing the $150 Million AmSouth Balanced Fund. In addition, he directed the strategies for over $3 Billion in Value Equities, which included all value research and trading operations. Richard has over 14 years of investment management and financial analysis experience. He previously was a portfolio manager and technology analyst with Amsouth. As a portfolio manager he managed many key institutional and high net worth accounts. A Chartered Financial Analyst and a member of the Alabama Society of Financial Analyst, Richard is also a graduate of the University of Alabama with a BS in Economics and a minor in Mathematics. You may have seen Richard on CNBC or Bloomberg Television. He has made several appearances on both. His investment performance has been profiled in the The Wall Street Journal (AmSouth Fund Seeks Accounting Victims, March 5, 2002), Mutual Funds Magazine, and The Birmingham News. Dow Jones, Reuters, Barron`s, Yahoo Finance, The Birmingham News and many other financial news services have interviewed him for market commentary. Richard has extensive public speaking experience and is available to speak with typically only a short notice.

Calvert Capital Management, LLC Product Name

Classic Value:Privately Managed Accounts
Value Income:Privately Managed Accounts
Report Created: September,20 2020.  Copyright Money Manager Review , All rights Reserved.

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