Duran Capital Management is a financial advisory practice focused on helping professionals, entrepreneurs, and investors pursue their personal goals and preserve their family legacy. Founded by Jacqueline Duran, the firm draws on her experience in private real estate investments and wealth and portfolio management at Merrill Lynch and Morgan Stanley. Duran Capital Management offers in-person and virtual portfolio consultations, with customized strategies shaped by each client’s objectives, risk tolerance, and liquidity needs.

Its services include diversified investment models, tax-efficient asset allocation, manager research and due diligence, fee negotiation, investment advocacy, and trading across multiple exchanges, vehicles, and financial institutions. The firm also provides ongoing portfolio monitoring and rebalancing, custom tax-loss harvesting, and portfolio reviews. Through its Total Life Plan, clients can explore wealth management, cash management, traditional and ESG investments, alternative investment opportunities, foundation and endowment planning, and estate planning strategies.

The firm describes its approach as fiduciary and personalized, aiming to simplify complex financial situations and apply discipline to investment decisions