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

What To Expect

In an initial meeting, we sit down with you and find out what you are looking for, if there might be a fit and if so, what information needs gathered and what the next step will be. 

 

If there is a fit and you become a client, you can expect:



  • A focus on you, your goals, and your attitudes toward risk. 
  • A peace of mind from tying up loose ends.
  • A ongoing relationship with your advisor.
  • Daily portfolio supervision to look for any needed adjustments.
  • Communication is open and every client is encouraged to ask questions at any time.
  • In addition to periodic review meetings, clients also receive a quarterly newsletter, performance updates, and discussions about any important breaking economic and market events.
  • You will have 24/7 online access to your accounts.  You can view your account balances, performance, set up various alerts for your holdings and view archived statements, trade confirmations, tax documents and billing confirmations.

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.

Client Newsletter

Sign up to have our quarterly newsletter emailed to you. 

 

Newsletter Sign Up

 

Client Account Login

Log into your TradePMR brokerage account.

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