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 approximately $2 Billion in assets under management and focuses on managing 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
Why Capital Advisors?
We approach the management of risk differently. Our investment approach is a combination of Fundamental Analysis (using individual equity and bond positions) and Quantitative Analysis (using ETFs), with the ability to manage multiple strategies all in one account.
Risk Management is the foundation of our investment process. By using quantitative measurements, we seek to minimize risk while providing opportunities to maximize returns for each of our strategies.
Each client receives a customized portfolio (detailed in their Investment Policy Statement) based on their investment and financial goals – Not an A, B, or C model, nor “one size fits all” allocation. We also work with clients on unwinding concentrated positions and managing tax strategies.
Clients experience a high level of transparency and direct communication with Portfolio Managers and the Research Team. We send our clients timely research notes on individual trades, allocation changes, and market overviews.
About the coin:
Our logo incorporates a gold Croesus coin. Croesus, King of the Lydian people 560-547 BC, was renowned for his wealth. He is credited with issuing the earliest minted coin, bearing the foreparts of a lion and bull.