We believe that there is a better way for a client and an advisor to work together than what has been the norm in the past.
We do things differently.
We build your portfolio around you.
A Personal Touch
A Registered Investment Advisor
We hope that you become another long-term client of Capital Portfolio Advisors, Inc.
A Closer Look at Capital Portfolio Advisors, Inc.:
As a registered investment advisor, we have on file an in-depth disclosure
brochure document with our regulators which discusses our qualifications
and business practices.
investment advisor, adviser, financial consultant, financial planner, estate planner, stockbroker, CFP, MBA, registered investment advisor, RIA, independent, financial advisor, Merrill Lynch, Morgan Stanley, UBS, wirehouse, insurance agent, stocks bonds mutual funds exchange traded funds, IRA Rollover, investment portfolio, investment management, wealth management, wealth advisor, retirement planning, estate planning, college funding
Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
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