Latest news and awards from Capital Advisors, Ltd.
Doug and Neil’s selection as 2019 Five Star Wealth Managers was announced in Cleveland magazine who partnered with Five Star Professional, a third party research firm, to find wealth managers, w...
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July 8, 2019 – Capital Advisors, Ltd. is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independ...
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You're Never Too Young to Save for Retirement Robert Powell's got a very doable list of ways to up your retirement savings, even if you think you're too young -- or that it...
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Risk-averse investors push advisers to their creative limits Financial advisers get creative to keep conservative clients from losing ground to inflation Mar 6, 2019 @ 4:59 pm By Jeff...
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8 Ways to Build Wealth Using Your Investments Friday, February 15, 2019 Kate Ashford Editorial Note: The editorial content on this page is not provided or commissioned by any fi...
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Many firms call their services wealth management but really only provide investment management with some window dressing. That may be what you seek. But if what you require is wealth management defined as integrated financial planning, of which investment planning is just one important component, you will want to dive deeper. Wealth management should also include retirement, estate, income tax, corporate executive, business succession, and insurance/risk management planning. If these are services you require, be sure your advisor has the professional skills and experience to provide them.
Ask to see sample output such as sample investment update reports and cash flow pro forma hat are critical to making investment, retirement, estate, and tax planning decisions. Ask about the frequency of reporting and contact. Additionally, ask who will be on your service team, so you are assured that you can always speak to professional staff members who are intimately familiar with your affairs.
Do they consider and report on investment assets, which are held or managed by other firms – for instance in your retirement plan? In order to properly allocate a client’s portfolio for optimum outcomes, all assets must be considered as a whole.
More information regarding this firm and its investment professionals can be found on Form ADV, Form CRS, and FINRA's BrokerCheck.
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