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Our Approach

Sophisticated Simplicity ®

We specialize in managing the wealth of high-net-worth clients who appreciate the value of a trusted investment advisor. We focus on value and the long-term to grow, protect and preserve your wealth.

At CapWealth, we aren’t guided by Modern Portfolio Theory or a simple index. Instead, we use a trademarked investment approach based on simple strategies and a sophisticated research process.

Research Process

The CapWealth Advisors Investment Committee oversees the asset-management research process. This group of senior executives, analysts and industry veterans guides and shapes the firm’s asset allocation with an investment approach we call Sophisticated Simplicity®.

 

Macroeconomic Data
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Micro-fundamental Analysis

Provable Integrity™ & the Global Investment Performance Standards (GIPS®)

Provable Integrity™ is not just a way of doing business—it’s our philosophy. CapWealth Advisors believes you deserve comprehensive, transparent reports that provide a clear understanding of your returns and the costs of your investments.

Portfolio Construction

We use a 3-step process to construct individual portfolios.

Understand

Establish

Maintain

About Our Models

At CapWealth Advisors, we use three primary models to build our clients’ portfolios.

Equity Income

Growth & Income

Growth

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Holiday Calendar

NYSE, NYSE MKT, NYSE Amex Options, NYSE Arca, NYSE Arca Options, and NYSE Bonds will observe U.S. holidays as listed below. Although NYSE Arca follows the same holiday schedule as the NYSE, on days when the NYSE closes early, NYSE Arca hours may vary due to its extended trading day.

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