Why Capital Advisors?

Trustworthy

No Transaction-Based Revenue Sources
No Investment Banking Conflicts
No Commission-Based Compensation Policies
No “Soft Dollar” Commission Arrangements
Fair and Reasonable Mangement Fee Structure

Transparent

Complete Transparency Regarding:

Investment Positions
Fee Calculation and Disbursement
Trading Costs
Rationale for Every Purchase and Sale Decision

Comprehensive Record Keeping and Reporting of:

Performance
Cost-Basis
Taxable Events

REALIZED GAIN/LOSS
INCOME & EXPENSE
BOND AMORTIZATION

Establish and Maintain Structure for:

Investment Planning and Implementation
Coordination of Multiple Portfolio Accounts

Access to:

Information Resources Beyond the Reach of Many Investors
Institutional Inventory and Pricing in Securities Markets
Decision Makers Governing Your Portfolio

Customized

Portfolio Construction TAILORED to the Unique Objectives and Constraints of Each Client
Security-Specific and Portfolio-Specific TAX PLANNING
COORDINATION of Professionally Managed Portfolios with Other Client Assets
CLIENT-DIRECTED RESTRICTIONS Governing Specific Securities and/or Industries