Relationship Management
Capital Fiduciary Advisors (CFA) is committed to customized client service. We tailor our wealth management solution to meet clients’ interests, objectives, needs and schedule. Our integrated approach and active involvement helps busy clients dramatically extend their resources and global reach.
Investment Management
CFA’s role is to serve as advisors in a fiduciary capacity. Our philosophy is strategic wealth management through good governance. To that end, we guide clients in the critical areas of investment policy design, asset management, risk management, liquidity strategies, portfolio rebalancing and tax planning.
We help clients define and sharpen their strategic goals, taking into consideration cash requirements, cash flows, taxes, as well as short term and long term investment expectations. We generally apply both fundamental and tactical strategies, based on changing economic conditions and situational needs. CFA provides guidance and delivers results, allowing clients to focus on life, family and community.
Asset Allocation
The development of an appropriate asset allocation is the most important component of CFA’s institutional thinking and practice. Portfolio diversification is necessary for consistent, long term results. We use sophisticated portfolio modeling and financial forecasting technology to build portfolio allocations and rebalance accordingly. The objective is to generate the best risk-adjusted returns within the confines and mandates of clients’ unique, corporate or family investment policy.
Manager Selection
In depth manager search and selection is conducted on an ongoing basis, both internally and through partnerships with leading, global research firms. CFA and its research partners continually provide rigorous due diligence on our specialty manager universe. We scour the market place for talented managers in critical areas, and utilize low-cost, index products in efficient market spaces, when and where appropriate. This combination of “Core/Satellite” investing is highly effective in accessing talent in less efficient market segments, while reducing costs in efficient spaces. This blending of strategies historically adds value over market cycles.
Performance Monitoring and Ongoing Review
We perform comprehensive, quarterly performance measurement against industry peers and appropriate benchmarks. Both internal and externally held assets, including corporate retirement plans and 401Ks, are incorporated into performance measurement. This creates both client convenience and the proper, holistic allocation perspective.
INDIVIDUALS | INSTITUTIONS | NON-PROFITS