Dedicated to Transparency. Open to Conversation.

Capital offers a multitude of Fee Arrangements, including Menu-Based and Subscription Services. Our founding principles are rooted in keeping you educated, maintaining transparency, and performing the prudent services you require at the most efficient fee option for your unique situation. 

Our approach is focused on unbiased investment recommendations and providing impartial recommendations. We manage your investment portfolio with your best interest at heart.  To achieve our promise of transparency we are committed to strict practices of:

• • • • • Maintaining industry and regulatory fiduciary standards.
        • Full access to our professionals with no limitation.  
        • Quarterly or Semi-Annual Meetings – In person or over the phone.
        • Financial planning services that serve as a road map toward your future. 
        • Clarity in our explanation of complex financial products.  We’ll sit and talk for as long as it takes to ensure clarity and comfort.
        • Weekly news letters like our popular “Global Markets Down & Dirty”
        • Timely responses and a proactive work ethic that makes us constantly available.  
        • Understandable investment statements – monthly, quarterly and annual.
        • Regularly updated website content that is educational and helpful in nature.