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.
At CapWealth, we aren’t guided by Modern Portfolio Theory or a simple index. Instead, we use a trademarked investment approach based on a sophisticated research process and simple strategies.
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®.
Provable Integrity™ is not just a way of doing business—it’s our philosophy. CapWealth believes you deserve comprehensive, transparent reports that provide a clear understanding of your returns and the costs of your investments.
We use a 3-step process to construct individual portfolios.
About Our Models
At CapWealth, we use three primary models to build our clients’ portfolios.
Growth & Income