Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window

Advisors Capital Management

115 West Century Road
Paramus, New Jersey 07652
United States
Contact :      Jessica Gilroy
Phone :       201-986-1900
Fax :             201-986-0081
Email :
Web : 

Advisors Capital Management Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $256
Tax-Exempt Managed ($Mil) : $121
Taxable Assets Managed ($Mil) : $134
Year Founded : 1998
Wrap Programs Offered? : Yes
# of Accounts Managed : 560
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Advisors Capital Management History

After a distinguish career as a chief economist for some of the country's leading banks Dr. Chuck Lieberman decided that instead of proving his guidance to the bank's equity and bond trading desks he would begin to manage private portfolios with the same unique economic perspective. In order to concentrate on the consuming job of money management Chuck teamed up with Kevin Kern a financial services marketing and management veteran to introduce the new firm's value oriented investing style to the financial industry. Four years later Advisors Capital Management (ACM) has established itself as one of the country's fastest growing and most respected portfolio management firms. In the wake of Wall Street scandals and an industry wide need for stewardship verses salesmanship, Chuck's independent insight and style has struck a cord with investors and financial advisors throughout the country. ACM's approach to managing money is a clear. Buy growth cheaply, using a contrarians approach focusing on value stocks that offer above average return prospects that aren't reflected in the price. By additionally looking at the overall market from an economic perspective Chuck has been able to cut through the short term "noise" and design our portfolios for long-term growth or income. ACM complements this management approach by having an open door policy for investors and advisors to continually communicate with their manager. A privately managed portfolio cannot be uniquely distinguishable unless there is ongoing communication between the money management firm and the client to assure the portfolio is being designed and managed just for the client's individual needs.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 4 Analysts : 2
Portfolio Managers : 2 Traders : 1
Client Service : 4 Operation : 4

Advisors Capital Management Personnel

Dr.  Charles Lieberman

Portfolio Manager
Tel : 201-986-1900
Dr. Charles Lieberman is Chief Economist and Investment Officer for Advisors Capital Management, L.L.C., an investment advisory firm that provides managed asset programs, consulting and marketing services for independent investment advisors, CPAs, and other financial professionals. A graduate of M.I.T. with a bachelor's degree in economics, he earned a Ph.D. in economics from the University of Pennsylvania before beginning his career as an academic at the University of Maryland and Northwestern University. After five years in academia, Dr. Lieberman joined the Federal Reserve Bank of New York as head of its Monetary Analysis Staff. Later, at Morgan Stanley and Shearson Lehman Brothers, he focused on the debt and equity markets respectively. In 1986, he joined Manufacturer's Hanover Securities Corp. as chief economist and head of research and retained that position through the subsequent mergers with Chemical Bank and Chase Manhattan. During his nearly 12 years with these banks, he worked intensively with the trading desks and clients and sat on the Bank's Markets Committee, which was responsible for funding, interest rate and currency risk management. He also traveled extensively consulting with senior government officials and portfolio managers of some of the largest financial institutions in the world.

Ms.  Jessica Gilroy

Data Preparer
Tel : (201) 986-1900

Advisors Capital Management Product Name

Income with Growth:Privately Managed Accounts
Growth:Privately Managed Accounts
Growth with Income:Privately Managed Accounts
Report Created: March,28 2020.  Copyright Money Manager Review , All rights Reserved.

Print  Close Window