Services

Fiduciary Investment Advisory

We offer a suite of advisory services designed to support the success of all aspects of our client's investment and retirement programs.
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Private Wealth

Our institutional expertise and comprehensive approach allow us to create a wealth management experience with a sophistication often lacking from individual advisers.

Through the success of our institutional business, we have cultivated a private wealth practice centered on the financial needs of select individuals and families. In serving our clients, we take a holistic approach to helping them achieve all of their financial goals through our depth of expertise in the areas of investment advisory, retirement and estate planning, and other financial planning issues like college planning or mortgage financing. And, we are able to deliver compelling results by implementing low cost portfolios and leveraging the benefit of institutional pricing.
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Asset Management

Capital Strategies approach to outsourced/CIO is our Fiduciary Investment Office (FIO). As a Fiduciary Investment Office, clients outsource all investment management decisions to Capital Strategies.

While our clients and Investment Committees remain informed of our actions and processes, the FIO model allows them to outsource all day-to-day decision making.
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Discretionary Pension Portfolio Management

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Custom Target Date Funds

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