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Home > Financial Services > Stock Brokers > Capital Portfolio Management, Inc.
Capital Portfolio Management, Inc.
Capital Portfolio Management, Inc is a member of NASD (National Association of Security Dealer). NASD is a self-regulatory organization of the securities of the security industry responsibility 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.
Capital Portfolio Management, Inc providing quality investment management services since 1981. At Capital Portfolio Management, their investment advisors are available to answer any questions you might have about your portfolio. Throughout the year, they maintain a high level of communication with their clients through personal visits, telephone calls, timely reports and personal letters. During client meetings, they review portfolio performance, discuss the economic and investment outlook and plan tax strategies.
In addition, they take the opportunity to re-examine your overall investment objectives as some goals are met and others come into focus. Furthermore, they send you a detailed investment review quarterly. This review includes the cost basis of all securities, the current market value, projected annual income, yields, capital changes, a purchase and sale report, and investment performance results measured on a total return basis. Essentially, they believe good client communication and prudent investment decisions are fundamental to a long-term relationship.
Their equity investment philosophy utilizes a value and earnings growth momentum approach. The financial computer program screens over 1,000 companies to help identify potential investments. Securities available for purchase have the following characteristics like a low relative Price to Earnings ratio, strong financial quality, above average historical and future growth rates, low debt to equity, and a high probability of price appreciation because of current earnings momentum.
Their fixed income investment philosophy is designed to provide positive rates of return in various economic environments as well as reduce the volatility in large portfolios by seeking a more conservative investment mix. Portfolios are structured in the 1 - 10 year maturity range with an emphasis placed in the 3 - 7 year maturity sector. The maturity structure of the portfolio will be adjusted based on their interest rate outlook.
Providing quality investment and wealth management services is the primary goal of our firm. Their money managers strive to maintain consistent performance through their conservative portfolio management philosophies. These philosophies are designed to enhance performance in various economic environments.
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