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

Why Choose Capital Portfolio Advisors, Inc.?

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.

  •  We believe that one-size-fits-all just isn't good   enough and a true custom-fit portfolio considers   far more data points than your current age and   retirement date. 
  •  We custom-tailor portfolios based on your comfort                                                             level no matter how conservative or aggressive you                                                             want to be.                                           

 

A Personal Touch

  •  You will have a private one-on-one relationship with your advisor.
  •  You have a direct line to your advisor so you won't experience                                           waiting forever on hold in “phone world” for the next annonymous                                     service rep.    
  •  We communicate openly and regularly with you through in-person                                             or virtual meetings, phone ​calls, emails, and newsletters to                                           keep you current on your progress.

 

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 "client beware"                                     basis of traditional commission-based shops of the past.  
  •  Our compensation is management fee-based and solely based                                         on the size of your portfolio.
  •  Our fee schedule starts at 1% of assets under management                                           and is designed to automatically decrease as your portfolio                                       grows over time.
  •  We manage our client portfolios on a custodial platform with                                     state-of-the-art trading technology and $0 trading commissions.  

 

Independence/Objectivity

  •  Capital Portfolio Advisors, Inc. is a truly independent firm.  
  •  Unlike a traditional commission-based shop, our advisors do                                         not have sales quotas hanging over their heads and are not                                   required or incentivised to recommend particular investments                                         or investment products.
  •  We are not part of any bank, broker dealer, mutual fund                                       complex, insurance company or other company that                                             provides investment products to the public.

 

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

 

Email us on our secure contact form.

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