Private Investment Management
Based on an in-depth analysis and discussion of your attitudes towards risk, your time horizon, your investment
goals and objectives, a portfolio is designed to fit your unique investing profile.
We design our portfolios based on sound investing principles for proper diversification and alignment with
investment opportunity while keeping the risk level within your comfort level.
We manage various types of client accounts:
- IRA Rollovers
- Roth IRAs
- SIMPLE IRAs
- SEP IRAs
- 401-k
- Individual, joint, or "transfer on death" accounts
- Revocable and irrevocable trust accounts
Our client portfolios are custodied at TD Ameritrade Institutional,
an independent brokerage firm designed to service
Registered
Investment Advisors and their clients. TD Ameritrade Institutional
brokerage accounts are like a window to the investing
world.
Depending on your preferences, your portfolio can be constructed
from an incredibly vast array of investment choices including stocks,
bonds, exchange traded funds and mutual fund many of
which can
be invested in without involving trading commissions.
Ongoing Service and Account Managment
Once your portfolio is initially designed our work has
only begun. Over time, we adjust the portfolio to
changes and opportunities in the markets, economy
and your personal situation.
As our client, we keep you informed of progress,
performance, and our views of the investment
horizon through periodic review meetings, our
client newsletter and various communications through
email and phone.
Clients are always encouraged to contact us any time.
investment advisor, adviser, financial consultant, financial planner, estate planner, stockbroker, CFP, MBA, registered investment advisor, RIA, independent, financial advisor, Merrill Lynch, Morgan Stanley, UBS, wirehouse, insurance agent, stocks bonds mutual funds exchange traded funds, IRA Rollover, investment portfolio, investment management, wealth management, wealth advisor, retirement planning, estate planning, college funding
Contact Us
Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
Phone
(937) 299-9111
Email us on our secure contact form.
Client Newsletter
Client Account Login
Log into your secure online portal.
Print 