Our Philosophy

A Tactical Approach ...

Capital Advisors specializes in tactical investment strategies. We believe the risk-reward tradeoff in the asset markets is not static through time - sometimes market conditions support a more aggressive asset allocation design, other times it is best to reduce risk in a portfolio. As a consequence the optimum asset allocation for every investor is dynamic... it changes as conditions in the asset markets change over time.

Our investment process combines rigorous fundamental analysis with quantitative disciplines to direct a strategy for tilting the risk profile of client portfolios higher or lower as market conditions change over time. Our process goes beyond "re-balancing" to static asset allocation targets, as is customary among most professional investment services. Rather than re-balance to a static portfolio blueprint, we actively change the blueprint, so that the risk profile of our portfolios can rise and fall with changes in the risk climate of the asset markets.