Capital Advisors, Ltd. serves as a personal CFO for high net worth clients. We develop customized financial plans for our clients, as part of a comprehensive wealth management process. Client’s value the perspective and vision gained, resulting from the coordination and consensus building among all other advisors. This facilitates clear, consolidated and concise information, resulting in a clear view of all options, which produces the highest likelihood of implementation and successful outcomes. Our services include: investment planning, portfolio risk management, estate planning, retirement planning, business succession planning, personal cash flow modeling, executive compensation planning, and insurance management, among other services.
We believe wealth management is “process” driven, not “product” driven, and thus hope to provide seamless, integrated plans for our clients. Further, by focusing on the process we are able to select the best vehicles for implementation, independent of any financial institutions’ proprietary products or bias.
With regard to investment planning, our process starts with building a customized, diversified portfolio that is tailored to the client’s goals, objectives, and risk tolerance while being mindful of different risk exposures and opportunities. In order to build a proper portfolio, it is our belief, that we as advisors must incorporate other aspects of the wealth management process – cash flow modeling in particular – to gain the best perspective on the client’s proper objectives. Further, to assist in meeting our client’s needs and concerns, we have can employ an extensive risk management layover strategy, which attempts to limit downside exposure.
Ultimately, the first sentence of our website capsulizes our chief objective: “Capital Advisors, Ltd. is committed to improving, integrating, and simplifying the financial well-being of our clients’ lives.”
For a more detailed description of what our firm does, please see our website.
