Looking for a financial advisor can be a bewildering experience. Finding the right fit is critical. Firms differ in investment philosophy, approach, service levels, objectivity, education, experience, compensation methods and pricing.
Working with the wrong advisor and firm can create an investor experience that leaves you feeling overlooked, underserviced, oversold, unimportant, overcharged, or worse.
Working with the right advisor and firm can leave you feeling confident in your life's financial pathway with an advisor who's there as your partner through life's changes.
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 disrupt the traditional financial advisor business model and do things differently.
A Registered Investment Advisor
As a registered investment advisor, or RIA, we put the interests of
our clients ahead of our own instead of the "buyer beware" basis of
traditional commission-based shops. Our compensation is management
fee-based and solely based on the size of the portfolio.
Capital Portfolio Advisors, Inc. is a truly independent firm. We are
not part of any bank, broker dealer, mutual fund complex, insurance
company or other company that provides investment products to the public.
The Personal Touch
We provide you with a dynamically managed portfolio designed
around you and your life and make sure that you have realistic expectations
about your investments and financial planning.
We carefully design and manage your portfolio once we have a detailed
understanding of your risk tolerance, time horizon, personal preferences
and financial plans. One-size-does-not-fit-all in personal finance.
We communicate openly and regulary with you through meetings, phone
calls, emails, and newsletters to keep you current on your progress as
well as keeping us current on your situation.
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.
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Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
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