With over 30 years in the community, we have become lifetime partners for our clients, their children, and even their grandchildren.
Explore our services below.
Capital Advantage is a 100% fee-only SEC-registered investment advisor (RIA). We work on a fee-only basis because this enables us to make independent decisions, eliminating the biases and conflicts of interest that can influence brokerages, banks and financial firms which rely on commissions or other incentivized payment structures.
The only interests we serve are those of our clients.
Our investment strategy is designed to manage and make the most of your wealth in the current economic environment through fundamental research, disciplined valuation techniques, and a long-term focus—and is always motivated by your financial objectives.
We place a high value on insightful portfolio construction and risk management, while also remaining attentive to maximizing tax efficiency and minimizing expenses.
The cornerstone of our investment strategy is the belief that our job is never done. The economic environment is continually changing, and we know that your financial goals or tolerance for market risk may change as well.
As your personal financial advisor, we’ll remain available to address changes in your life so that your investment strategy can be adjusted and remain consistent with your situation and goals.