Investment Strategies​

Capital Advisors manages several proprietary investment strategies to meet the needs of each client.  One or all of the strategies may be employed to meet client objectives while attempting to minimize risk.

Growth Equity

​​This strategy seeks long-term growth of capital.

Enhanced Income 

​​​This strategy seeks high levels of income with secondary consideration given to growth.  

Tax Exempt Bond

​​​This strategy strives to earn a high level of tax-exempt income for participating clients by investing in quality municipal bonds. 

Multiple Asset Strategy​​ 

​​This strategy seeks to achieve growth of capital and broad diversification by investing in different asset classes.