Services

We believe portfolio management should be done in conjunction with the financial planning 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 asset allocation
• 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 out-performance 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 objective that aligns with your preferences.

CapSouth Wealth Management is offering an innovative new way to invest with our firm. Using our expertise, that you know and trust, we’ve built a diverse suite of portfolios using “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.

Click the button below to learn more about CapSouth Pro-Investor and to open an account.