Our investment philosophy at CAP Partners is based on a long term perspective. Each client portfolio or account is constructed uniquely according to each investor's investment objective, investment experience, risk tolerance, and investment timeframe.
As fee-based investment advisers, we believe in the active management of diversified portfolios. We seek to provide consistent, above-average, long term returns relative to the client's financial objectives.
Developing investment portfolios for clients begins with a determination of the client's investment objective--whether for capital preservation, income, growth of income, capital appreciation, or a combination of one or more objectives.
Portfolios are constructed with several key factors in mind; stocks of selectively researched companies with strong management, a healthy balance sheet, and solid future prospects at an attractive price. For diversification and specific investment strategies, we also employ investment funds of select money managers that have consistently provided above market returns over the long term.