Philosophy

Transparency and Objectivity

Transparency and Objectivity define our 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 by employing high quality investment managers.

We firmly believe in the time-tested principles of asset allocation with the objective of generating consistent results over time. Our mission is to provide an appropriate investment strategy following the principle of asset allocation and diversification.

  • 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 objective, customized advice and excellent service. That commitment is what drives us—and what differentiates us from brokers/dealers. Our focus is on:

  • Providing comprehensive wealth management and holistic investment advice
  • Always being accountable to you and providing you with independent, objective advice and service
  • The benefits our clients receive from a team approach to wealth management
  • Forging partnerships with our clients based on trust, honesty, integrity, and understanding
  • 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. Unlike traditional brokerage firms and investment banks, we maintain an open architecture environment, which gives our clients access to the talented and successful global investment managers.

We oversee the efforts of the investment managers objectively and strictly on your behalf.

Fiduciary Standard of Care

The wealth advisors at Capital Fiduciary Advisors understand that true wealth means more than financial success—it is the path to achieving your unique goals and highest aspirations.

In short, Capital Fiduciary Advisors has a fiduciary obligation to act in the best interest of our clients and our goal is to guide you through today’s complex global capital markets.

Fee-Only Financial Planning and Investment Management

Our clients pay for our investment advisory services exclusively on a fee-only basis. We will only recommend investment vehicles and strategies that are aligned with their best interests, goals, and objectives.

Our client-focused fee arrangements encompass all consulting services, including manager search and selection, custodian administration, creation of an Investment Policy Statement, portfolio construction/implementation, and performance monitoring.