Our Process

Simple by Nature. Effective by Design.

Plenty of investment firms will sell you a flashy system or pre-made portfolio, but we know there’s a better way. No gimmicks. No salesmanship. No artifice. Just sound investment strategies, backed by plentiful research and careful oversight.

Simple Blended Portfolio

The majority of our clients choose our blended account strategy because it is simple, yet effective. Contrary to popular "diversification" wisdom, a smartly curated portfolio of high-quality durable growth oriented businesses, coupled with the right types of bonds, can achieve effective diversification without the complexity and cost that comes with so many investment plans today.

Custom Investment Objectives

Studies have shown that asset mix – the amount of money allocated to stocks and bonds – is the primary determinant of investment returns in a portfolio over time. So it stands to reason that getting the mix dialed into each client’s comfort zone from the beginning of the relationship and then making reasonable adjustments when appropriate are both critical factors in driving the effectiveness of outcomes.

High-Quality Growth Stocks

Our equity investment strategy seeks to identify companies that grow their profits faster and more consistently than the overall market. We evaluate each firm’s earnings growth, balance sheets, cash flow, business model flexibility, executive leadership, and more, looking for those with the greatest potential for long-term durable growth.

High-Quality Bonds

We invest in high-quality bonds with modest risk characteristics, which significantly reduce both credit-related risk and price volatility. Our analysis includes the prospective return profile and credit risk profile of each bond, as well as how these and other assets may interrelate in the future. Simulation tools help us continually evaluate these parameters.

Stocks

Strategic Equity Selection

Our equity selection process simply seeks out companies whose fundamentals support our desire for high-quality, sustainable, and consistent earnings growth. Beyond quantitative metrics, numerous qualitative elements are considered in our selection process, including the experience and track record of senior management, economic and industry dynamics, and sustainable competitive advantages.

Bonds

Choosing Risk-absorbing Bonds

Advanced simulation scenarios help us actively manage the dynamic characteristics of bonds. We assess the best and worst case scenarios for interest rates, bond yields, and economic conditions for the coming twelve months, calculating the total return potential for bonds of varying maturities and quality. An essential and differentiating aspect of our bond management is the emphasis we place on selecting bonds that temper stock market volatility. This approach helps us preserve our client’s capital in a wide variety of market scenarios.

How We Work

Partnering With Capital

Entrusting your wealth to an investment advisor can feel like a tremendous decision. Think of Capital as your trusted partner for life. Learn more about the investment process and how to get started.

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Simple Approach,
Sophisticated Solutions.

Something doesn’t need to be complex in order to be effective. Sometimes the best solution is one that has worked time and time again. Our hand-managed, blended investment approach looks straightforward compared to many diversification strategies on the market, but its efficacy is unquestionable. When uncomplicated methods generate results, there is no need for complicated methods. Simplicity simply works.

"Simplicity is the ultimate sophistication."

Leonardo da Vinci

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