What We Do
Our Commitment to Clients
Fiduciary & Fee only
We do not work on commission. We are always on the same side of the table as you, providing counsel that is in your best interests.
Plain English
We make it seamless to manage and grow your net worth. We communicate periodically at your preference.
Your needs come first
We work with you to understand your objectives and create a comprehensive plan to achieve them.
You keep more
We work tirelessly to keep expenses down and identify low cost solutions, so you keep more of the return.
Growth
Seeks to achieve substantial capital appreciation by actively investing in a mixture of individual stocks and sector ETFs. Portfolio comprised of quality companies poised to continue unprecedented growth and drive shareholder return over the long run.
Market Plus
Aims to consistently outperform the S&P 500 using tactical capital allocation to sectors with positive fundamentals and strong return outlook. Portfolio comprised largely of ETFs and select quality stocks.
Market Protect
An active risk management strategy designed to limit volatility and downside risk without taking away the ability to achieve meaningful returns. Perfect for investors approaching retirement or wanting to limit drawdown during times of uncertainty.
Fixed Income
Low yields and aging populations are fueling demand for retirement income solutions globally. Capital Fluency’s actively managed income strategies seek to provide meaningful income and attractive returns using a low-risk framework.
