skip navigation

40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

A Proactive Approach
Balancing the competing investment objectives of preservation of capital (less risk) and growth of capital (more risk) requires a proactive approach. Managing investment risk through changing economic conditions requires an advisor with a flexible approach and the experience to implement a variety of strategies using all of the tools available in today’s marketplace.
Rigid adherence to a single investing strategy or style of portfolio management often results in unnecessary risk. Our flexible approach to portfolio strategy and portfolio construction allows us to balance capital preservation with capital growth. At Capital Management, LLC, we manage our clients’ money the same way we manage our own.
The stock and bond markets have valuation cycles that can be exploited to both manage investment risk (protect capital) and enhance return (grow capital). Earning reasonable returns over time in stocks, for instance, requires buying stocks when their valuations are low. When stock valuations are high, investors’ realized returns are low.
Through each market cycle, each client’s portfolio is:
  • Customized to his or her unique objectives and risk tolerances.
  • Designed to express our best thinking for the right kind of diversification to manage investing risks.
  • Composed of the managers, strategies and ideas about which we have the highest conviction.
  • Adjusted proactively as economic and financial market conditions warrant.
Contact Capital Management to learn how you can benefit from a proactive investing strategy.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck