Investment Advisory Wealth Management

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OUR PROCESS

Through strategic investing, our objective is to help you grow your capital and gain greater financial independence. Capital Planning Advisors works with you to create customized financial planning and investing goals, and objectives to reach those goals. Our focus is to strategically position your wealth between the primary risks of investing: capital loss and missed opportunities. We strive to mitigate both risks as market cycles and your personal goals evolve, so you can have peace of mind no matter where you’re at in your financial journey.

CLIENT-SPECIFIC STRATEGY

Our goal is to grow your wealth by identifying investment opportunities that maximize your returns and align with your personal risk tolerance. We believe that independence in thought and unbiased analysis are both essential in the investment process.  By conducting in-house research, market analysis and portfolio management, we actively manage your assets to create specialized, integrated solutions tailored to your goals. These solutions include public and private market offerings based on your unique objectives, tax circumstances and cash flow needs.

INVESTMENT ALLOCATION AND IMPLEMENTATION

Successful investment results are built on strategic asset allocation. We employ a process of top down global macroeconomic analysis and a bottom up focus on individual investment vehicle selection.  We monitor global trends that may influence your investment outcomes.  We identify attractive short-term and long-term investment opportunities, both active and passive, supported by definable investment rationale.

MANAGING RISK AND MAXIMIZING RETURN ON INVESTMENT

We recognize and respond to the reality that investment decisions carry financial and tax consequences.  Defining and managing acceptable portfolio risk is driven by individual client circumstances. As a result, we manage your investments in a tax-efficient manner, while considering your risk tolerance and striving to maximize your returns.