WE HOLD OURSELVES TO A HIGHER STANDARD.
OUR APPROACH
SOPHISTICATED SIMPLICITY
We specialize in managing the wealth of high-net-worth clients who appreciate the value of a trusted investment advisor. We focus on value and the long term to grow, protect and preserve your wealth.
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RESEARCH PROCESS
The CapWealth Investment Committee oversees the asset-management research process. This group of senior executives, analysts and industry veterans guides and shapes the firm’s asset allocation with an investment approach we call Sophisticated Simplicity®.
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PORTFOLIO CONSTRUCTION
ABOUT OUR MODELS
The information presented in any video or blog is the opinion of CapWealth Advisors, LLC and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance. CapWealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.
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