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

Helping Clients Avoid Common Mistakes

Studies have shown that about 15% of Americans over 60 have no retirement savings and about 46% of American workers have less than $10,000 in retirement savings.  These are terrible numbers. 

 

Even good savers can

  • own inappropriate or subpar investment portfolios
  • misunderstand risk
  • "buy high and sell low" 
  • let their emotions dictate their investment decisions.

 

We help our clients

  • understand the math of their financial dreams and how to get on track
  • understand what type of investor they are
  • create an appropriate portfolio tailored specifically for their needs, goals and attitudes
  • develop realistic expectations.

 

During volatile times, we help our clients stay focused and informed of what we think is important, what we feel may be overhyped, and where opportunities may be.

 

Our portfolios are constructed using the principals of Modern Portfolio Theory and are tactically adjusted to maximize economic trends and special situations.  Our recommendations are winnowed out of vast asset classes through extensive research from multiple independent sources.

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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