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Capital Portfolio Advisors

About Capital Portfolio Advisors

Capital Portfolio Advisors Inc. is an independent registered investment advisor and financial planning firm. We help our clients with their retirement planning, estate planning, sending kids to college, protecting loved ones from financial risks and building wealth. We utilize a tactical asset allocation style of investment management which "shifts gears" as the market condition may dictate.

Min project size

50,000+

Hourly rate

50 / hr

Employees

1

Locations

United States

Year founded

Founded 1993

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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