Who We Are
“Our goal is to make a positive difference in people’s lives.”
- Capital Advisors' Mission Statement
Founded in 1978, Capital Advisors is an employee-owned SEC Registered Investment Advisor that provides wealth management services to individuals and institutions.
Approximately $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.
Why Capital Advisors?
We approach the management of risk differently. We use a combination of Fundamental strategies (using individual equity and bond positions) and Tactical Strategies (using ETF’s) that strive to reduce risk when warranted and take advantage of opportunities when they present themselves.
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. We do not use (for example) an A, B or C model, nor a “one size fits all” allocation.
Our clients receive timely research notes explaining the rationale for trades and allocation changes within their portfolios. We also provide
Capital Advisors Business Units:
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.