Investment Management
We never forget that it can take a lifetime to earn and build wealth. We deliver custom portfolios aimed at preserving that wealth. Our approach for you is rooted in work done at the University of Chicago, MIT, and other renowned institutions. We invest for you according to these fundamental principles:
Use thoughtful financial planning to drive investment decisions.
Ground investment strategy in rigorous academic research, not Wall Street trends.
Create globally-diversified portfolios, the kind that have historically been shown to reduce risk and improve return.
Minimize costs, taxes and turnover everywhere possible.
Tax Minimization and Coordination
For many, their largest expense in life is taxes. Financial Advisors often overlook how important it is to integrate tax planning when helping clients reach their goals. At Capitol View, we:
Utilize Tax-Efficient Portfolios.
Incorporate Tax-Planning in all Advanced Planning.
Carefully structure IRA and Retirement Plans for tax mitigation.
Work hand in hand with your CPA to coordinate tax minimization on your behalf.
Draw upon the expertise of our partnered CPA firm for consultation, reviews, or referral.
Advanced Planning
More than simply financial planning and estate planning, advanced planning involves comprehensive strategies and services to address our clients biggest and most important concerns involving their entire financial life.
Taking Care of a client’s family and heirs through Estate Planning and Retirement Income Planning.
Making sure assets are not taken unjustly by lawsuits, disaster, liability, or improper titling of assets.
For Business Owners, we work with you to maximize Corporate Retirement Plans and put in place succession or transfer strategies.
Charitable Giving Strategies.
It is important to note that we work closely with your professional advisors and our network of professionals to your benefit.
IRA and Retirement Plan Consulting and Management for Businesses and Individuals
Today over 32% of American’s investable assets are in some type of qualified retirement plan. IRA and 401-k plans alone account for over 13 Trillion dollars of Americans retirement funds. Just like our tax code, the rules that govern these accounts have grown more complex.
These complex rules often lead to mistakes.
And these mistakes can be terribly costly. We utilize our years of expertise to assist individuals and businesses manage and structure their retirement plans.
As an Ed Slott Elite IRA Advisor designee, we are members of an exclusive organization of 400 financial advisors who are dedicated to being leaders in the IRA industry and trained by Ed Slott, CPA.
The Ed Slott Elite Advisor designation is exclusive to a group of 278 financial advisors out of over 300,000 financial advisors nationally.
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