We manage portfolios for high net worth individuals, families and personal foundations, who engage us directly. Together with our clients, we identify the investment strategy or blend of strategies appropriate to the client’s investment objectives and risk tolerance. Our mission is to preserve and grow our clients’ capital. Our collaborative approach also includes coordinating with estate planning, accounting, tax and other related service providers.

We have adopted a flexible approach to establishing managed account or sub-advisory partnerships with a limited number of wealth advisors, financial planners, brokerage firms and consultants. If you would like to explore how we might work with your organization, please click the link below and one of our relationship managers will contact you.

Princeton Capital Management and its principals have a long history of working with endowments, foundations, retirement plans, corporations and private funds. We are committed to building a long-lasting relationship with each of our institutional clients and are particularly sensitive to their need for transparency and timely communication.

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