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

Philosophy

If you were driving through the mountains and it started snowing, you might find it prudent to shift gears and proceed at a slower speed until the conditions improve.  If a road ahead has a traffic jam, you might take an alternate route to get to where you're going more easily.

 

That's how we manage our client portfolios.

 

Facilitated by today’s incredible advancements in trading technology and low trading costs, we can quickly and efficiently handle large volumes of trades across multiple client accounts all at once.

 

Technology allows us to spend more of our time communicating

with our clients, tracking and scoring investment alternatives,

monitoring each client's financial plans, and continually watching 

over our client portfolios. 

 

In addition, working with your accountant and attorney, we help

you make sure your affairs are set up to efficiently transfer to

your heirs one day.   

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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