Transparency and Objectivity
Transparency and Objectivity Define our Investment Philosophy – Capital Fiduciary Advisors’ approach to investing focuses on preserving capital and structuring high-quality, diversified portfolios that generate strong, risk-adjusted returns over time. Our philosophy is grounded in the conviction that the greatest investment success is derived from taking a long-term perspective. Long-term thinking, combined with fundamental research and proper due diligence create our valuation discipline.
We firmly believe in the time-tested principles of asset allocation with the objective of generating predictable and consistent results over time. Diversification is the most effective method to manage risk in a portfolio. Good governance of client assets through diversification and ongoing communication is our mission.
- We listen and understand the importance of flexible, customized solutions
- We are committed to open, frequent communication and transparency
- We adhere to a disciplined investment process; the process matters as much as the plan
How We Are Different
Capital Fiduciary Advisors was founded on the principle of providing unbiased, objective, and customized advice and service to our clients. That commitment is what drives us—and what differentiates us from other investment firms and brokers.
We invite you to discover CFA’s many differentiators and what that means to you:
- We provide truly comprehensive wealth management - holistic investment advice provides piece of mind
- Our commitment is to serve you according to a fiduciary standard of care
- We receive only fee-based compensation —not commissions or incentives for product sales
- We are accountable only to you—and provide you with independent, objective advice and service
- Our clients benefit froma team approach to wealth management
- We forge a true partnership with our clients based on trust, honesty, integrity, and understanding
- Our success is measured by the realization of our clients’ unique goals
Independent and Objective Advice
Our primary goal is to provide clients with the highest level of service and objective, unbiased advice possible.
Unlike traditional brokerage firms and investment banks, we maintain an open architecture environment, enabling access to some of the best and brightest investment managers available in the world.
With this independent approach, we are accountable only to you. We oversee the efforts of the investment managers strictly on your behalf—without the influence of commissions and other “incentives.”
Fiduciary Standard of Care
The wealth managers at Capital Fiduciary Advisors understand that true wealth means more than financial success—it is the path to achieving your greatest goals and highest aspirations. That’s why we take our role as fiduciaries so seriously.
In short, our role is to serve as trusted investment advisors in a fiduciary capacity—guiding you through today’s complex global capital markets.
As a fiduciary, we are required by law to act in our clients’ best interest and provide conflict-free advice. We define a fiduciary as follows:
Fiduciary - A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence. As a Fiduciary, the financial advisor is required to act in a client's best interest. This includes full disclosure of compensation and any conflicts of interest.
Fee-Only Financial Planning
We are exclusively a fee-based firm that is compensated only by our clients for our services as investment advisors.
Our fee structure for consulting is established up front—according to your investible assets, not according to the volume or frequency of your transactions. As a result, you can be confident we will only recommend investment vehicles and strategies that are aligned with your best interests, goals, and objectives.
Our client-focused fee arrangements are fully transparent and disclosed. Our fees cover all consulting services, including manager search and selection, custodian administration, creation of an Investment Policy Statement, portfolio construction/implementation, and performance monitoring.