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Home > Financial Services > Stock Brokers > Capfinancial Partners, Llc
Capfinancial Partners, Llc
Capfinancial Partners is a member of NASD, the National Association of Security Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
An asset allocation study is conducted after assessing each client's investment goals, tolerance for risk, performance expectations and other parameters and constraints. This study determines the optimal exposure a portfolio should have to major asset classes such as stocks, bonds and cash investments. Ultimately, asset allocation may be the most important decision for determining the portfolio's risk and return.
Once the asset allocation decision is made, an Investment Policy Statement is composed. This document serves as a game plan for the investment management of the portfolio. The guidelines established in the Policy are based on a thorough understanding of each client's investment objectives and constraints. The Investment Policy Statement outlines like as considerations, Investment Objectives, Investment Manager Selection Criteria etc.
As a specialty financial services firm, their staff and resources are dedicated to developing customized investment solutions for each client. Assigned to each client is a dedicated service team with extensive knowledge and depth of experience applicable to the client's unique objectives and needs as a game plan for the investment management of the portfolio. The guidelines established in the policy are based on a thorough understanding of each client's investment objectives.
Their Executive Benefits Group provides complete and comprehensive consulting on executive compensation issues. Whether it involves stock based incentives, short term or long term incentive programs, non qualified delayed compensation plans or other benefits, their process begins with a diagnostic assessment and moves through financial analysis, plan design, implementation and if appropriate, account administration. They offer comprehensive financial solutions for preserving and transferring the wealth of their clients. They provide customized asset management programs tailored to their unique investment needs and circumstances.
Custom designed executive summary reports are produced, at a minimum, quarterly and concisely show performance and asset growth of each managed account individually and the portfolio in aggregate. Returns are time weighted and annualized where appropriate. For comparative purposes, benchmark index and peer group returns are also presented.Capfinancial Partners provides service with integrity, collaboration having with respect.
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