Our Philosophy
 

Capital Performance Advisors was founded on the principle that an effective investment portfolio directly reflects the investor’s primary financial objectives.  We strive to maximize the probability of achieving all that’s important to our clients.  We are a fee-based company, specializing in long-term investment strategy and dynamic portfolio design.  Capital Performance Advisors provides financial and investment counseling for a limited number of high net worth individuals, closely held corporations, trusts and pensions.  We only take new clients when we have determined that we can add substantial value to those clients’ financial situations.  Our services include thorough historic performance analysis, complete portfolio and investment policy development, diversified asset allocation, and comprehensive performance measurement and monitoring.  In every aspect of our work, we make an uncompromising commitment to provide world class client service and to meet every client’s highly individualized wealth management needs.

 
Our investment philosophy is derived from a study of Modern Portfolio Theory, focusing on building individual client portfolios that maximize profits per unit of investment risk. By utilizing “institutional only” asset class mutual funds, Capital Performance Advisors is able to implement proven investment strategies that are not usually accessible to individual investors.