Capital Portfolio Advisors has an established presence in the industry and was founded in 1993 by Dennis Delphenich. Before founded the firm, Dennis started out with a very large financial planning firm in Boston, MA in 1988. His practice began commission-based which the norm was back then.
In 1993, Dennis set up Capital Portfolio Advisors Inc.
as a Registered Investment Advisor to better align his
services with the client's interests and to take advantage
of a more flexible type of account for his clients where
he could more easily cherrypick investments for his clients
from an incredibly vast array of investment opportunities.
These accounts are now commission-free except in some rare
circumstances, and advisor compensation comes from low
ongoing management fees based solely on the size of the account
instead of a trading commission every time there is a transaction.
These accounts are better designed to allow "gear shifting"
or allocation changes and they align the advisor's interests
with the client as we both want to see the account prosper.
And gone are the many conflicts of interest inherent with a
Capital Portfolio Advisors, Inc. has grown to manage over
$60,000,000 of client nest eggs at the start of 2020.
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Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
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