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.
Our collaborative PLAN, INVEST, ADAPT, SUCCEED process guides our clients’ investment portfolios to be tailored to their actual current and future needs, wants and wishes. This ongoing process requires more work. We do it because we know the results are worth the effort. It is the way we treat and invest our own money. We would never propose anything less for yours.
Find out how we do planning differently.
Discover more about our investment philosophy and process.
Adapting as markets change is a vital piece of what we do.
Success looks different for each and every one of our clients. Find out what success means for you.