Moirai Capital Mgmt LLC

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708 Montgomery St
San Francisco, CA 94111
+1 (415) 981-1541
http://moirai.com

Moirai Capital Management LLC, located in San Francisco, CA, is an independent Registered Investment Advisor dedicated to empowering high-net-worth individuals and their families to shape their financial futures. With a focus on creating multigenerational financial plans, the firm provides unbiased and personalized financial advice while upholding a fiduciary duty to put clients' interests first.

Under the leadership of Principal Founder Karen M. Schmid, CFA, Moirai offers a comprehensive range of services including wealth management, tax planning, investment management, retirement services, estate planning, and family office solutions. Their collaborative approach integrates the expertise of various financial professionals to create tailored strategies that help clients achieve their unique financial goals.

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