Why We're Different

Focus on What Matters Most...

Studies have shown that approximately 90% of the variation in returns among investment portfolios is attributable to asset allocation, while the remaining 10% is attributable to security selection, market timing and trading fees, combined.1 Yet the vast majority of resources in the professional investment industry are committed to the 10% of factors that matter least to long-term returns.

Capital Advisors differentiates itself by focusing its attention on the factor that matters most for investors - asset allocation. We are committed to discovering and applying the most innovative ideas on the topics of asset allocation and portfolio optimization for the benefit of clients, whether those ideas emerge from internal resources, academia, or strategic partners like Smart PortfoliosTM LLC.

The common theme that permeates every investment strategy at Capital Advisors is dynamic risk management. We believe the risk-reward tradeoff in the asset markets is not static through time. Changes in the market's risk climate might be driven by valuation levels, economic cycles, politics, interest rate cycles, or momentum effects. We seek to deliver better long-term outcomes for investors by dynamically matching the risk profile of our managed portfolios with the changing risk climate in the asset markets over time.

For further information on this topic please refer to the "Research" tab on this website for copies of articles and white papers published by Capital Advisors and its partners.

 

1Source: Brinson, Beebower & Singer, 1991, Financial Analyst Journal, Reaffirmed 2003, Ryan Labs, Inc.