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.
Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
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