Capital Wealth Management is an independent, fee-only investment advisory firm. We provide customized investment management solutions designed to meet our client’s individual needs. Unlike large advisory firms or brokerage companies with very high minimum balance requirements, we specialize in working with people who demand honest, straightforward, reasonably-priced advice from someone who takes their needs seriously and puts their interests first.
Who Is Capital Wealth Management?
- Our mission is to provide investors with honest, knowledgeable and customized investment management services. We strive to be the resource for individuals and families who want to structure and manage their assets prudently in order to maximize returns and minimize risk; by providing the most objective, independent and conflict free advice available.
- The firm holds a strong belief that the costs of investing should be minimized. High fees and commissions erode a portfolio’s value. Even small differences in fees, when compounded over long periods of time, have a dramatic effect on final portfolio values. A client’s money should be working for them, not lining the pockets of large brokerage and mutual fund companies.
- Our investment philosophy is based upon principles pioneered by the world’s leading institutional investors such as The Yale Endowment and Harvard Management Company. Our approach emphasizes a globally diversified investment strategy designed to provide above average performance, at below average risk.