Investment Management

Choosing to delegate investment decisions doesn’t mean giving up your involvement.

We understand that everyone is not a fit for our financial planning and wealth management services, and some people may still desire professional guidance when it comes to their money. We work with you to understand what is important to you, the risk you are willing to take and your overall investment objectives.

At CapSouth, we believe in investing for the long-term.

We believe wealth is built over time, not overnight. Investing for the long-term does not mean it’s a set it and forget it approach. Your CapSouth Advisory team will guide you through our investment management process designed around gathering your input so they can craft a portfolio for you.

Investment management strategies customized for your needs.

Like everything at CapSouth, we build your investment management with an appropriate strategy specific to you.

We develop your custom portfolio with strategies that seek to provide attributes such as:

Low Cost

Keep investment costs low
Tax Management

Keep the tax consequences of investment decisions low
Reduced Volatility

Reduce the downside risk associated with a given asset allocation
Active Management (Performance)

Seek to provide return in excess of a specified index
Income Stability

Provide a stable income stream

Automated Investing with
CapSouth Pro-Investor

CapSouth Wealth Management also offers an innovative, technology driven method for you to invest. We’ve used our investment expertise to build a diverse suite of portfolios that utilize systems of “Institutional Intelligent Portfolios ®”, “Schwab Performance Technologies”, and “Charles Schwab & Co., Inc.”. CapSouth Pro-Investor is an automated investment management service that enables you to independently open accounts and invest online or on your mobile device.

CapSouth Pro-Investor