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

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.



Insurance Planning

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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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