Our Company

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"It's not what you don't know that hurts you, it's what you know that just ain't so."
Satchel Paige

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"A happy life consists not in the absence but the mastery of hardships."
Helen Keller

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"Nothing you can't spell will ever work."
Will Rogers

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"If you don't know where you're going, you might not get there."
Yogi Berra

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"It's not so important who starts the game but who finishes it."
Coach John Wooden

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"The investor's chief problem––and even his worst enemy--is likely to be himself."
Benjamin Graham

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"We make a living by what we get; we make a life by what we give."
Winston Churchill

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"Doubt is not a pleasant condition, but certainty is absurd."
Voltaire

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"Whether you think you can, or that you can't, you are usually right."
Henry Ford

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"A good plan today is better than a perfect plan tomorrow."
Proverb

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"No one would have crossed the ocean if he could have gotten off the ship in the storm."
Charles Kettering

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"There is no security on this earth, there is only opportunity."
General Douglas MacArthur

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"It's faith in something and enthusiasm for something that makes life worth living."
Oliver Wendell Holmes, Sr.

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"Not everything can be counted counts, and not everything that counts can be counted."
William Bruce Cameron

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"We view wealth management as a means toward the greater purpose of living a life of significance."
R.G. Moler

Moler Capital Management (MCM) was started in 1995. Randall Moler, founder of MCM, has been serving financial advisory clients since 1986. Prior to that, he practiced tax law for six years, both in private practice in California and with the Treasury Department in Washington, D.C., in the areas of estate and gift taxes, municipal bonds, and corporate tax issues. He earned law degrees from Pepperdine University (J.D.) and Boston University (LL.M in taxation), and a B.A. in economics from UCLA.

Matthew McKinney began working with MCM in 2005. He has a technology background and prior to working in the Financial Services industry, worked as an IT professional. Matthew graduated with honors from Biola University with a degree in Organizational Leadership and is an Investment Adviser Representative (Series 65).

Nancy Moler has worked at MCM since 1995. She serves as Office Manager and Client Services Liaison. Prior to joining MCM, Nancy was a CPA and worked for the national accounting firm Ernst & Whinney.

MCM works with a diverse range of clients including business owners, professionals and retirees. They all have one thing in common: an interest in some purpose or cause beyond their personal success. These successful individuals turn to MCM for financial guidance so they can create a plan that will help them achieve the freedom they need to realize their personal and broader goals.

MCM helps clients assess their wealth in light of what is truly important to them. When values and goals are clearly defined, an investment and wealth management plan takes on greater meaning and personal relevance. The assessment process provides a clear path for investment and wealth management.

Our Partners

Dimensional Fund Advisors (DFA)

DFA creates and manages mutual funds exclusively for institutional investors and registered financial advisors. As an institutional asset manager, DFA provides extensively diversified mutual funds with a minimized cost structure. Because of its strong academic and analytical perspective, the company has a unique view of markets: it focuses not on the mistakes it sees in markets, but instead attempts to take advantage of the ways that markets are right: the ways they compensate investors. DFA manages mutual funds with the goal of helping investors capture what the market offers in all its dimensions. Moler Capital Management utilizes DFA mutual funds in the design of portfolios for clients.

Charles Schwab & Co., Inc. (Schwab)

Charles Schwab & Co., Inc., was launched in 1973. Schwab has built a reputation as a leader in providing the custodial, trading, technology and trust services that independent investment advisors need for their clients. Schwab provides sophisticated wealth-management services to independent advisors, enabling us to better address the complex needs of affluent investors who want state-of-the-art investment services and confidence in the financial integrity of their financial institutions. Moler Capital Management may recommend that clients establish brokerage accounts with Schwab to maintain custody of clients’ assets and to effect trades for their accounts.

Moler Capital Management is independently owned and operated and not affiliated with DFA or Schwab.