Planning with Perspective & Vision
Comprehensive, objective and solutions-oriented approach to wealth management for successful individuals and families
Dedicated ensemble approach to wealth management
We have decades of experience helping our clients gain perspective, vision and discipline while reaching consensus amongst their other advisors. This results in a comprehensive view of our client’s financial affairs, well-defined objectives, and mutually agreed upon plans which lead to more predictable, positive outcomes.
Experienced, Independent, Accessible
Our Team of Experts
Over 240 years of cumulative experience with an average tenure of 20 years, and a total of 19 industry credentials. We are committed to the fiduciary standard of care.
Keeping You on Track
Our proprietary Cash Flow Model CFM™ creates a visually straightforward blueprint for decision-making to assess the probability of meeting your long-term financial goals.
Your Financial Council
We serve as an accessible proactive point-of contact for all your financial affairs, striving to deliver insight essential for making prudent decisions.
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Please Note: Limitations. Different types of investments involve varying degrees of risk and volatility. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including this Strategy), will be profitable, equal any specific performance level(s), be suitable for your portfolio or individual situation, or prove successful. At any specific point in time, or over any specific time-period, any investment or investment strategy can and will suffer losses, at times substantial losses. It should not be assumed that stocks with higher dividend growth will outperform those with lesser or no dividend growth.
It should not be assumed that stocks with higher dividend growth will outperform those with lesser or no dividend growth. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Capital Advisors is engaged, or continues to be engaged, to provide investment advisory services. Capital Advisors is not a certified public accounting firm, and no portion of its services should be construed as accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advisory services from Capital Advisors. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees is available upon request or at www.capitaladvisorsltd.com.
Aggregated Portfolio Data as of 12-19-2023.
S&P 500: a stock market index that tracks the performance of 500 of the largest publicly traded companies in the United States
Vanguard U.S. Dividend Growers: measure the performance of U.S. companies that have followed a policy of consistently increasing dividends every year for at least 10 consecutive years. The index excludes the top 25% highest-yielding eligible companies from the index.
Capital Advisors, Ltd., 20600 Chagrin Boulevard 1115 Tower East Shaker Heights, Ohio 44122
Please review Important Disclosure Information set forth in the last section of this web site. Form ADV Form CRS FINRA Broker Check
More information regarding this firm and its investment professionals can be found on Form ADV, Form CRS, and FINRA's BrokerCheck.
Please review Important Disclosure Information set forth in the last section of this web site.