Johnny Orindgreff and Jared Rand are the two managing Portfolio Managers of Capital Portfolio Management. Resa Thomas is the Director of Client Services.
Collectively we share over 60 years of experience in the financial services industry. Over those years we have helped our clients protect and grow their wealth through all types of market conditions. We do not use any third party advisors and we are not dictated to by a home office somewhere else. All of our decisions are made here at CPM with your best interests as the only consideration.
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 when it comes to your portfolio. We do not believe that a “one size fits all” approach to investing is the correct answer when it comes to your money.
It makes it easier and more profitable for the investment firm, but it is not necessarily in your best interest. If you are looking for billions of dollars under management in scalable pie chart allocation models, then we are not the firm for you. We take an individual approach to the needs of each investment portfolio based on the individual(s) behind the money.