Meliora Capital is an independent investment advisory firm founded in 2014.  Headquartered in Tulsa, Oklahoma, we serve a diverse range of clients across the country.  We serve our clients with separately managed accounts and focus on a select group of securities.

J.P. Szafranski, CFA – Chief Executive Officer & Chief Investment Officer

J.P. Szafranski is the founder of Meliora Capital.  He serves as CEO and CIO for the firm.  As CEO he directs the company’s strategic initiatives and oversees all aspects of the business.  As CIO, Mr. Szafranski manages the security selection process for the firm’s actively managed strategies.

Mr. Szafranski is a CFA Charterholder and began his professional career in 2005.  He graduated with Special Distinction from the University of Oklahoma with a Bachelor of Business Administration in 2005.  Upon graduating, Mr. Szafranski worked for IBM in the Business Consulting Services segment.  In the six years prior to founding Meliora, he worked at Pinnacle Investment Advisors fulfilling multiple roles and responsibilities as a financial analyst and portfolio manager, concentrating the majority of his efforts on the Master Limited Partnership (MLP) sector.

J.P. lives in Tulsa, Oklahoma with his wife Maggie and their five sons.  He is actively involved in the community, including serving as coach for his sons’ various youth sports teams.  He currently serves on Bishop Kelley High School's Board of Directors and its Finance Committee. J.P. has previously served as Board President for Marquette School's RISE Program and as Treasurer for Marquette's School Advisory Council.

Every client is different and deserves personalized service. That’s easy to say, but much harder to prove. We do every day – by taking the time to understand your individual needs and objectives; by personalizing portfolios for each client; by strategically allocating your assets using active management strategies and low-cost index funds; and perhaps most uniquely, by simply being there to answer your questions and help meet your goals.

We have proven experience, particularly with MLPs and our Multi-Cap Value Equity Strategy. We maintain a disciplined focus on expected return versus the risk characteristics for all the securities we follow.

We believe in active portfolio management, and do not outsource the security selection process.  Our clients may speak directly to the investment manager making the investment decisions, which is like having the fund manager on speed dial.

Much like doctors or attorneys, we think of our firm as a “practice.” It is more than a job, or even a career, but a discipline.  We’re never content and are constantly learning from our experiences and improving.  We never want to get comfortable.  Every day we want to make ourselves “better” for our clients.

So what are your goals? Where are you, and where do you want to go? Whatever your investment expertise, we will strive to serve you. 

Contact us, and we can see how we can make things “better” for you. Feel free to review our Form ADV Part 2A & Form ADV Part 3 which provides more information about our firm.