Investment Planning

Our diverse offering of services delivers 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 reduces 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.

Get Started

Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents, nor does it sell insurance products.

If the client engages us to do so, Capital Advisors, Ltd., LLC can provide tax preparation services as discussed in Capital Advisors, Ltd., LLC’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.

If the client desires, one of Capital Advisors, Ltd., LLC’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Capital Advisors, Ltd., LLC’s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.