In choosing an advisor, you have many alternatives.  Some advisors are free and independent to recommend whatever they think is best for their clients while other advisors work in a more closed and restricted organizational structure that limits what they can provide to a client. 

Some advisors are compensated by an ongoing management fee based soley by the size of the account while other advisors are paid a commission associated with an investment transaction.  Some advisors custom tailor their recommendations based on an in-depth analysis of a client's needs while other advisors recommend basically the same solution for every client. 

Capital Portfolio Advisors, Inc. is a truly independent firm representing our clients and not the companies that provide investment products.  As a Registered Investment Advisor firm, we are fiduciaries to each of our clients and are held to a higher standard of care.  Our investment management services are management-fee based instead of commission-based.  Our advice is based on your needs and can vary dramatically from one client to another.

We hope that you become another long-term client of Capital Portfolio Advisors, Inc.