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.

Founder, CIO & President
Propulsion Capital Management, led by founder Michael Germain, takes a disciplined, multi-dimensional approach to investing—balancing return potential, risk, and tax efficiency to optimize after-tax results for clients.
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Michael has a proven record of generating positive, risk-adjusted returns through active stock investing, reflected in strong Sharpe ratios. A core differentiator is his tax expertise: he has helped entrepreneurs save millions through tax-advantaged vehicles, tax-efficient security selection, and careful management of portfolio turnover to minimize tax drag. He also draws on a technology background to position portfolios ahead of market trends, and on commercial real estate knowledge to evaluate alternative investments and broaden diversification.
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His credentials reinforce this expertise: a CFA charter, CPA license, an MBA and a Master of Science in Taxation from Florida State University, plus advanced technology and programming studies through UC Berkeley Extension and specialized training in commercial real estate modeling.
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Propulsion Capital Management blends investment expertise, tax efficiency, technological insight, and real-world experience into a differentiated, strategic approach to managing wealth.
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.


