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


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.  That's how we manage our portfolios.


We use a flexible investment management style with a long-term view.  An investment professor might describe it as "Tactical Asset Allocation."  Our clients might describe it as changing the makeup of the portfolio in response to changes in the economy or "shifting gears" from time to time.


Our style of "shifting gears" is not as active as day-trading or as

drastic as the all-in-or-all-out style of market timing.  On occasion,

we may execute some short-term trades if we feel it is warranted

but these instances are fairly rare.


In addition, our approach integrates financial planning and estate planning

with investment management to help our clients successfully balance their 

various needs for creating wealth, managing risk, and making sure their 

affairs are set up to efficiently transfer to their heirs one day.   

Contact Us

Capital Portfolio Advisors, Inc.

67 Rhoads Center Drive

Centerville, OH 45458



(937) 299-9111


Email us on our secure contact form.

Client Newsletter

Sign up to have our client newsletter delivered to your inbox. 


Newsletter Sign Up


Client Account Login

Log into your secure online portal.

Print Print | Sitemap
© Capital Portfolio Advisors, Inc.

This website was created using 1&1 IONOS MyWebsite.