Capital Advisors

Wealth Management

Who We Are

Founded in 1978, Capital Advisors is an employee-owned SEC Registered Investment Advisor that provides wealth management services to individuals and institutions.

Over $2.5 Billion in assets under management.

Capital Advisors claims compliance with the *Global Investment Performance Standards (GIPS®) and has been has been independently verified for the periods 1/1/2007 – 12/31/2017.

We act as a Fiduciary for clients. This means Capital Advisors has a fundamental obligation to act within the best interest of the client at all times. We do not sell products for commissions.

Client Experience

Active Management

We use a combination of fundamental and tactical strategies to change the asset allocation of your portfolio based upon current risks and opportunities we see in the market.

Customization

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.

Uniquely Transparent

To eliminate the “black box” feel, we send our clients research notes regarding trades, quarterly market overviews, and market commentary during volatile times.

Strategies

Fundamental Strategies

Individual stocks and bonds used for active risk management, enhanced transparency, customization & better tax efficiency.

Tactical Strategies

Rules-based strategies executed with ETFs support broad diversification and flexibility to adjust risk market exposure with changing market conditions.

Philosophy

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.

Contact Us

Call us. Let's have a candid, transparent discussion about what we can do for you.

Phone: 866-230-5879 | Fax: 918-584-8866

Office Locations

Team Directory