Who We Are
Founded in 1978, Capital Advisors is an employee-owned SEC Registered Investment Advisor providing investment management services to individuals and institutions.
Approximately $2.3 billion in assets under management.
Capital Advisors claims compliance with the *Global Investment Performance Standards (GIPS®).
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 Quantitative 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. We also work with clients on unwinding concentrated positions and managing tax strategies.
Our clients receive timely research notes explaining the rationale for trades and allocation changes within the portfolios. We produce a market overview every quarter, along with updated commentary during volatile markets. We work to eliminate the “black box” feel through frequent and timely communication.
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.