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.  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

 

Phone

937 299-9111

 

You can also use our secure contact form.

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