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 collaborative planning and investment management for a select group of clients.  We pride ourselves on being both experienced and large enough to design and implement any investment strategies needed while staying adaptive and small enough to provide personal attention to each client.

We firmly believe that as an investor not only should you know who is managing your money and how they go about making decisions, but that they should know you and what is most important to you.  We do not believe in pie chart allocations, mutual fund models and a “here’s what we’ve got/one size fits all” approach to investing.