Frequently Asked Questions

Stewardship Is "The Difference Maker"

The goal of every investor is to earn solid returns, but our work goes far beyond that. We implement a four-part service model that centers on providing our clients with meaningful results and unparalleled satisfaction. These components of our stewardship model add value to our approach and set your investments up for financial success. Learn more about our service model in our article “The Difference Maker: A Profession of Investment Stewardship.“

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Downloadable Resources

Investment Insights

Work Clothes…and the Space In-Between?

December 31, 2022

Happy New Year! Ring-out the old, ring-in the new.

Captain Macro at the Helm

September 30, 2022

“In a normal functioning market (company specific), fundamentals play a large role in the direction of individual stock prices.

Can’t “Be Like Mike”, But…

June 30, 2022

Nike’s Air Jordan shoes, Hanes undershirts and Gatorade’s “Be Like Mike” campaign have been bigtime advertising successes for Jordan and the companies involved.

Work Clothes…and the Space In-Between?

December 31, 2022

Happy New Year! Ring-out the old, ring-in the new.

Captain Macro at the Helm

September 30, 2022

“In a normal functioning market (company specific), fundamentals play a large role in the direction of individual stock prices.

Managed With Integrity. Executed With Intelligence.

On your own, or with the wrong partner, understanding your investment strategy can feel like a monumental task. When you invest with Capital, you’ll never be in the dark about your portfolio performance or the reasons behind our investment decisions. We seek to educate, answer questions, share insights, and welcome you into our trusted circle. If you come away feeling like you understand your investments well enough that you could manage them yourself, we’ve done our job.

"Our process of dynamic evaluation never stops. We’re constantly challenging each other here at the office about what we believe, asking ourselves ‘What if?"

Paul A. Muzzey, CFA

President

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