A Registered Investment Advisor Since 1993
A Registered Investment Advisor Since 1993 

Why Choose Capital Portfolio Advisors, Inc.?

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 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. 

 

Independence/Objectivity

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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Contact Us

Capital Portfolio Advisors, Inc.

67 Rhoads Center Drive

Centerville, OH 45458

 

Phone

937 299-9111

 

You can also use our secure contact form.

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