Purpose Aligned Portfolios at Capelli Financial Services
We develop Purpose Aligned Portfolios for you.
No “perfect” investment portfolio exists. The real world is unpredictable and requires disciplined but nimble strategies. The best portfolios—like those we design and manage with you—meet your needs and goals as logical extensions of the financial planning process.
No one has a crystal ball. That’s why we focus on more practical and realistic indicators such as low costs, controlled risks and sound financial decisions.
- Each portfolio has an appropriate allocation to investments designed to be stable – the portfolio air bag.
- Each portfolio has an appropriate allocation to investments designed for longer term growth – the portfolio engine.
- We create truly diversified portfolios of low cost investments that don’t act the same way when exposed to the same risk.
- We rebalance as appropriate.
- We take advantage of opportunities to reduce risk and capture trends.
- We judge success by how well your portfolio meets your goals with your resources and within your comfort level.
Contact a financial advisor from CFS to assist you with your financial planning and investment management needs.