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.
Capital Portfolio Management is an independent and privately owned Registered Investment Advisory firm.
If you are tired of being treated like a number or that your investment portfolio isn't important then spend a few minutes and learn how we are different.
Collectively we share over 60 years of experience in the financial services industry. The three main driving forces behind CPM share over two decades of working together. In today's world of constant transition at financial institutions this is a huge advantage to you.
We believe that our long-term success is directly tied to yours. We believe that is possible to have individualized porfolio management and run a successful and profitable investment management firm.
Growing your wealth requires patience and the ability to adapt. View a few short videos that address how we look at the markets and make investment decisions.
It is important to know that you are working with someone who values your money and financial future as much as you do. Contact us today to schedule a free introdcutory consultation.