CFA® CHARTERHOLDER · CALIFORNIA REGISTERED RIA · SCHWAB CUSTODY
Wealth Management for
Silicon Valley Tech Executives
You understand compounding returns, asymmetric risk, and exponential growth — your wealth manager should too. CFA-led portfolio construction built on deep tech sector expertise and real estate market knowledge.
CFA
CFA® Charterholder
GS
Assets Custodied at Schwab
CA
Registered Investment Adviser
SV
Based in Silicon Valley
What we do
Investment Management Built for Tech Wealth
Most advisors treat tech equity like any other asset. We don't. Our strategies are designed around the unique wealth profile of technology professionals — concentrated stock positions, complex equity comp, and the opportunity cost of illiquidity.
Propulsion Capital Management
CFA-led wealth management for Silicon Valley tech executives. Portfolio management, real estate advisory, and tax-efficient investing.
CONTACT
Schedule Consultation
99 S. Almaden Blvd Suite 600 | San Jose, CA 95113
Propulsion Capital Management is a registered investment adviser with the State of California. Registration with the State of California does not imply a certain level of skill or training. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal.