Investment Management & Wealth Management

We believe Portfolio Management, or the way accounts are invested, is a function of the Financial Life Management process. By first exploring what drives a client’s financial decisions and determining their financial goals, we’re able to better define appropriate risk and return goals. Our portfolio management process seeks to pair the unique goals of each client with investment strategies that can help meet these goals. Each of the investment strategies that we offer targets a specific objective:

  • Low Cost: Keep investment costs low.
  • Tax Managed: Keep the tax consequences of investment decisions low.
  • Reduced Volatility: Reduce the downside risk associated with a given allocation of fixed income and equities.
  • Active: Provide return in excess of a specified index.
  • Income Stability: Provide a stable income stream.

We believe these objectives to be mutually exclusive. There can only be one primary focus of an account. If active management or index outperformance is the goal, for example, there will most likely be a higher investment cost and tax consequences may increase. In like manner, if low costs are the goal, then downside protection and income stability potential are most likely reduced.

Our desire is to match you with the strategy that supports what’s most important to you and help you achieve your one best financial life.

Schedule a Consultation

We are driven by relationships and we would love to start one with you. Contact us today to schedule your consultation.

CapSouth Partners, Inc. is an independent Registered Investment Advisor.
Investment advisory services offered through CapSouth Partners, Inc., dba, CapSouth Wealth Management.
CapSouth Partners, Inc. does not provide tax or legal advice.

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