Welcome to Capital Portfolio Management
Capital Portfolio Management, LLC (CPM) is an independent and privately owned Registered Investment Advisory firm founded in 2003. We are a boutique investment firm that provides professional portfolio management services for clients across the United States. We pride ourselves on being large enough to handle any investment needs, but small enough to still have personal portfolio management attention to each account.
CPM is custom built with the express purpose of serving client needs with a high level of investment expertise and active tactical portfolio management. This is accomplished by a disciplined approach to investment management, attentive client contact and impeccable integrity.