Investment Planning


Our diverse offering of services seeks to deliver a forward-looking perspective to our clients’ financial lives, providing clarity as well as a sound basis for investment, estate, retirement, and business succession, as well as tax planning.

Our strategic and tactical approach seeks to reduce emotion and prudently manages assets to increase the probability of meeting a client’s long-term financial goals. Portfolios are tailored to our client’s specific facts, risk tolerance, and strategy preference and where appropriate integrated into CFM Horizon™ , which serves as their financial road map. To accomplish this, our portfolios are designed to incorporate the following:


  • Proper diversification and strategic asset allocation to reduce “idiosyncratic” risk and align the baseline portfolio risk/return characteristics with the investor’s goals.*

  • Dedicated allocations to help dampen volatility: higher quality equities, active managers, passive assets, and liquid alternatives.

  • Tactical allocations that focus on reducing downside exposure; these are done methodically, based on market and economic fundamentals.

  • CFM Horizon™ long-run cash flow projections, which assist in determining the appropriate risk/return portfolio profile and, when needed, help develop a portfolio waterline – the asset value required to help meet the client’s future obligations.


*Asset Allocation or diversification do not guarantee a profit or protect against a loss.

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Please Note: Limitations. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Capital Advisors, Ltd., LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.

 



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CFM HORIZON ™

INVESTMENT PLANNING

FINANCIAL PLANNING

ESTATE PLANNING

RETIREMENT PLANNING

CORPORATE PLANNING

BUSINESS SUCCESSION

INSURANCE MANAGEMENT

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