Back to News + Blog

CapWealth Hosts 2019 State of the Union Luncheon

On Jan. 24, 2019, CapWealth hosted a State of the Union luncheon at Richland Country Club, which was attended by nearly 140 of the firm’s clients and employees. At the event, attendees heard perspectives from CapWealth Chairman and Chief Investment Officer Tim Pagliara on the state of clients’ investments – what we focus on and how we get our clients to where they need to be.

 

 

Download Forms

CapWealth Advisors

Form to Download Form to Download Form to Download Form to Download

Sterne Agee

Form to Download Form to Download Form to Download Form to Download

American Funds

Form to Download Form to Download Form to Download Form to Download

C. Schwab

Form to Download Form to Download Form to Download Form to Download

×
Holiday Calendar

NYSE, NYSE MKT, NYSE Amex Options, NYSE Arca, NYSE Arca Options, and NYSE Bonds will observe U.S. holidays as listed below. Although NYSE Arca follows the same holiday schedule as the NYSE, on days when the NYSE closes early, NYSE Arca hours may vary due to its extended trading day.

×