The Client Experience Process

We believe professional investment management should deliver performance and Peace of Mind. This is our process to help achieve both of those goals:

Let's get to know each other:

Are we the right fit for one another?

Fact gathering by both Capital Advisors and client.

Establish a plan and build your customized portfolio:


Our Financial Planning Team builds and reviews the goals and objectives of your portfolio.

Portfolio Strategy Team Constructs, reviews, and implements a customized Investment Policy Statement.

Support Peace of Mind:


Research Team makes adjustments to portfolios based on market risks and opportunities.


Portfolio Strategy Team & Portfolio Managers monitor portfolio allocations regularly.


Financial Planning Team monitors and reviews goals and objectives.

Quarterly Reviews with Portfolio Manager with frequent trade & research notes providing rationale for our actions.