Capital Portfolio Advisors, Inc., Dayton,OH
We provide investment management, financial planning and estate planning for individuals and small businesses.
Based on your unique needs for financial growth, protection, time horizon, and changing circumstances, a portfolio is designed specifically for you to maximize growth without going beyond your comfort level for risk.
Our investment portfolios are designed to weather the market ups and downs over time yet stay flexible enough to adapt to changing market conditions. Because of this approach, you won't need to feel on edge about every financial bump that comes along.
You can feel confident that each part of your portfolio has been thoroughly researched and will be closely monitored.
Working with your accountant and attorney, we can help you plan for the eventual transfer of your estate to your heirs and minimize probate costs and estate taxes.
Dennis Delphenich is a graduate of the Boston University Graduate School of Management and began building his financial advisory practice in 1988 with one of the largest financial planning firms in Boston, Bay Financial Associates.
In 1993, Dennis founded Capital Portfolio Advisors, Inc., a registered investment advisor with the Ohio Division of Securities. Dennis has extensive background and experience in investment portfolio design and management, financial planning, investment research, and insurance planning.
Capital Portfolio Advisors, Inc. provides private investment management for a fee through TradePMR, a discount brokerage firm and member of the NASD (National Association of Securities Dealers) and SIPC (Securities Investor Protection Corporation).
TradePMR clears their trades through Sterne, Agee & Leach, Inc., (S.A.L.I.) a member of the New York Stock Exchange, NASD, and SIPC. S.A.L.I. was founded in 1901.
TradePMR provides a state-of-the-art trading platform and back office support. Most of what they do is behind the scenes, but you can feel confident that your account is being handled efficiently with quality trade executions, one of the largest no-load/no-transaction-fee mutual fund networks in the business, private money managers, and low-cost trades for stocks, bonds and exchange-traded funds.
Clients also receive complete year-end tax reporting. Transferring your account to TradePMR is easy, too.