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

Brokerage Account Services

Account Protection and Investor Safety

 

We do not take custody of our client accounts, instead they are custodied with a "qualified custodian."  We have selected TradePMR as our qualified custodian.

 

For additional client protection:

  • Our clients have individual accounts with TradePMR instead of a pooled account with the advisory firm as some firms do.
  • Our clients have 24/7 online access to their accounts and receive statements directly from the brokerage firm. 
  • In addition to SIPC, our client accounts are also protected by an additional supplemental insurance policy from Lloyds of London which supplements the coverage limits of SIPC.

TradePMR

 

TradePMR specializes in servicing independent registered investment advisor firms and their clients.  TradePMR clears their trades through Wells Fargo Clearing Services LLC.  Both firms are members of the NASD.

 

Much of what they do is behind the scenes, but they provide a state-of-the-art trading platform and a vast window to the investing world for each account they custody.



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.

Client Newsletter

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Newsletter Sign Up

 

Client Account Login

Log into your TradePMR brokerage account.

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