Who We Are
Over $2.3 Billion in assets under management.
Capital Advisors claims compliance with the *Global Investment Performance Standards (GIPS®) and has been has been independently verified for the periods 1/1/2007 – 12/31/2017.
We use a combination of fundamental and tactical strategies to change the asset allocation of your portfolio based upon current risks and opportunities we see in the market.
Instead of using a one-size-fits-all plan, we create a custom blueprint for each client. This Investment Policy Statement (IPS) details your customized asset allocation.
To eliminate the “black box” feel, we send our clients research notes regarding trades, quarterly market overviews, and market commentary during volatile times.
Individual stocks and bonds used for active risk management, enhanced transparency, customization & better tax efficiency.
Rules-based strategies executed with ETFs support broad diversification and flexibility to adjust risk market exposure with changing market conditions.
Capital Advisors’ investment philosophy strives to be uniquely transparent. Our theory,