The Client Experience Process
We believe professional investment management should deliver performance and Peace of Mind. This is our process to help achieve both of those goals:
Let's get to know each other:
Are we the right fit for one another?
Fact gathering by both Capital Advisors and client.
Establish a plan and build your customized portfolio:
Our Financial Planning Team builds and reviews the goals and objectives of your portfolio.
Portfolio Strategy Team Constructs, reviews, and implements a customized Investment Policy Statement.
Support Peace of Mind:
Research Team makes adjustments to portfolios based on market risks and opportunities.
Portfolio Strategy Team & Portfolio Managers monitor portfolio allocations regularly.
Financial Planning Team monitors and reviews goals and objectives.
Quarterly Reviews with Portfolio Manager with frequent trade & research notes providing rationale for our actions.