Who We Are
Founded in 1978, Capital Advisors is an investment advisor registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940. Our firm has aproximately $2 Billion in Assets Under Management and manages a variety of equity, fixed income, and balanced portfolios for a broad range of individual and institutional clients.
Capital Advisors Inc. claims compliance with the Global Investment Performance Standards (GIPS®). To receive a list of composite descriptions and/or a presentation that complies with the GIPS standards, Click Here or contact Debra Konieczny at 918.584.8866 / firstname.lastname@example.org
We use both fundamental and quantitative strategies that strive to reduce risk and maximize opportunities.
Instead of using a one-size-fits-all plan, we create a custom blueprint for each client. This Investment Policy Statement (IPS) details your customized asset allocation.
To eliminate the “black box” feel, we send our clients research notes regarding trades, quarterly market overviews, and market commentary during volatile times.
Actively managed equity and fixed income strategies.
Tactical asset allocation strategies using exchange traded funds.
Capital Advisors’ investment philosophy strives to be uniquely transparent. Our theory, evidence and implementation provide a detailed approach to investment management. We educate clients on why we invest the way we do, how our strategies can be effective, and how each strategy works.
Call us. We'll clear our schedules.
We will have a candid, transparent discussion about what we can do for you.