Capital Strategies is owned 100% by its employees and is an absolutely independent firm. Neither our firm nor any of our associates have any affiliation to any investment manager, broker/dealer or other business. Our philosophy of independence, and the unbiased, client-focused recommendations that it provides are a cornerstone of how we think and live.
Capital Strategies never rests on its laurels and supports clients in ensuring they don’t either. As a strategic business partner, we help clients articulate and achieve stated goals and objectives and consistently re-evaluate those goals to avoid complacency. We become an extension of our clients and deliver client service experiences that are arguably unparalleled in the industry.
As multi-disciplinary consultants, our associates are self-disciplined, thought leaders and committed to client advocacy and exceptional client service. They thrive on building and fostering long-term, strategic partnerships and use their difference for the benefit of our clients and to drive bottom-line results.
“Fiducia” means confidence and trust in Latin. Capital Strategies instills peace of mind through our absolute independence, exceptional client service and our people. We enjoy long-term mutually fulfilling partnerships and never take for granted the trust and confidence our clients place in us.
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