SOPHISTICATED SIMPLICITY®

We specialize in managing the wealth of high-net-worth clients who appreciate the value of a trusted investment advisor.

At CapWealth, we aren’t guided by Modern Portfolio Theory or a simple index. Instead, we use a trademarked investment approach based on simple strategies and a sophisticated research process.

Our approach is sophisticated because it’s rooted in a deep understanding of a complex and nuanced global marketplace. And it’s simple because we condense all that research and analysis down to investments our clients can understand. Instead of alternative exotic derivative investments, we develop straightforward investment strategies based on our clients’ risk tolerance and individual goals.

You can also take comfort in knowing we manage our own wealth the same way we manage yours.