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 some lanes on the highway ahead are stopped, you might move over to better flowing lanes to get where you're going more easily.

 

That's how we manage our client portfolios.

 

We actively manage our client portfolios using state-of-the-art technology on a custodial platform with $0 commission trades.

 

Incorporating extensive quantitative and fundamental research,

we closely monitor investment trends and shift portfolios accordingly.

 

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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