Since 1978, individuals and institutions have relied on Capital Advisors to provide investment services during unpredictable economic times. Today, Capital Advisors is the company to choose for customized investment management that strives to surpass industry standards.

A Capital Advisors managed account combines efficient financial planning, sound investment strategy, and comprehensive reporting of portfolio results to deliver the following benefits to clients:

Transparency

  1. COMPLETE TRANSPARENCY REGARDING:
    • Investment Positions
    • Rationale for Changes in Client Portfolios
    • Fee Calculation and Disbursement
    • Trading Costs
  2. COMPREHENSIVE RECORD KEEPING AND REPORTING OF:
    • Investment Performance
    • Cost Basis
    • Taxable Gains and Losses
    • Income and Expenses
    • Bond Amortization
  3. ESTABLISH AND MAINTAIN STRUCTURE FOR:
    • Financial Planning and Strategy Implementation
    • Coordination of Multiple Portfolio Accounts
  4. ACCESS TO:
    • Information Resources Beyond the Reach of Many Investors
    • Institutional Inventory and Pricing in Securities Markets
    • Decision Makers Governing Your Portfolio

Trust

  1. No Transaction-Based Revenue Sources
  2. No Investment Banking Conflicts
  3. No Commission-Based Compensation Policies
  4. No "Soft Dollar" Commission Arrangements
  5. Fair and Reasonable Asset-Based Fee Structure

Customization

  1. Portfolio Strategies are Tightly Matched with the Unique Objectives and Constraints of Each Client
  2. Security-Specific and Portfolio-Specific Tax planning
  3. Coordination of Professionally Managed Portfolios with Other Client Assets

Back to Top