At CFS, we design a custom portfolio for you, not for a generic investor. With our Purpose Aligned Portfolios, your investments will be aligned with your needs – short and long term, with your situation and with the level of risk that suits your requirements and the goals you specify. In your taxable portfolios, we will examine the impact of actions on your tax bill and work to keep that liability low. We provide you a custom designed investment plan and custom management.
Prior to investing, we create and mutually agree on an Investment Policy for each of your portfolios. We want you to understand what you own, why you own it and what the expectation is for each holding.
As a CFS client you get:
- Objective advice. We have a huge universe of investments from which to choose. We have no bias to select one over another except that it benefits you.
- Nationally recognized experience and expertise.
- Access to institutional investments and investments that are not available to retail investors.
- Reasonable costs. We are sticklers for minimizing internal expenses. And we run an efficient operation, allowing us to keep our fees very reasonable. There are no hidden costs, no proprietary products. We do not accept referral fees.
- A smoother experience. We prefer lower volatility.
- Access to outstanding resources nationwide and some of the best thinking available in the investment community.
- Clarity. You know how you are doing because we report performance very clearly.
The ultimate success is determined by how well your portfolio meets your goals with your resources and within your comfort level.
To learn more about our investment management services contact an investment advisor at Capelli Financial Services.