Our Services - Style 1
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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). Much of what they do is behind the scenes, but they provide us with a state-of-the-art trading platform and a vast window to the investing world for the accounts they custody for us.
In addition to 24/7 online account access, clients receive detailed monthly statements (paper or electronic), complete year-end tax reporting and our quarterly newsletter with insights to the markets and issues facing investors. 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. |
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©2010 Capital Portfolio Advisors, Inc. All rights reserved. |
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