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Since 1978, individuals and institutions have relied on Capital Advisors to provide profitable investment services during unpredictable economic times. Today, Capital Advisors is the company to choose for personalized investment management that surpasses industry standards.
Richard E. Minshall founded Capital Advisors in 1978 after a successful career in banking. Now, the company manages assets for high net worth individuals, and small to mid-sized institutional investors.
Capital Advisors strives to be the world's most trusted investment management firm by eliminating conflicts of interest, maximizing transparency and enabling customization for high net worth individuals and mid-size institutional investors.
MANAGED INVESTMENT SERVICES
A COMPREHENSIVE AND INDIVIDUALIZED METHOD
A Capital Advisors managed account is one that is individually tailored and constantly monitored to deliver long-term results. It’s a research-intensive investment approach driven by the development and management of a comprehensive plan; quite different from transaction and commission-based investment guidance.
A managed account allows an investor to own securities in a diversified portfolio rather than owning shares as in mutual funds. In addition, a Capital Advisors managed account is constructed and monitored for potential tax-efficiencies.
The Capital Advisors method is straightforward, comprehensive and effective. Attention to detail and market research sets this firm apart from the others.
After developing a unique strategy for an investor, the firm makes the purchases and manages the daily activity of the account. A unique software monitoring system reviews the activity of the investments and triggers an alert if any set parameters are breeched. Stocks that exceed upside targets or downside thresholds are reviewed immediately by the research team, and any necessary changes are made to support the original strategy. After immediate review by the portfolio manager, necessary changes are made to support the original strategy and the investor is immediately notified.
WHY "SEPARATE ACCOUNT MANAGEMENT" WITH CAPITAL ADVISORS?
- Trustworthiness
- Clear and Concise Communication
- Customized Portfolio and Service
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