AT CAPITAL DIRECTIONS, our vision is to be the premier wealth manager in the Southeast. We seek to accomplish that vision by limiting our practice only to those clients who have investable assets of $1 million or more and who value a close, consultative relationship with their advisor.
Our goal is to help our clients achieve their goals, whether the client is a high-net-worth individual, fellow advisor, corporate retirement plan or not-for-profit organization. In all three of our service offerings our focus is on quality over quantity, so that we may have a profound, positive impact on our clients' financial lives.
"The market feels overvalued."
“How can it keep going up?”
"Maybe we should take some profits off the table."
"Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man."
As wealth managers, there are numerous ways in which we identify and measure risk.
Now that the 2012 election is behind us, we finally have some certainty about which political parties will control which branches of government.
This follow-up to "The Tyranny of Choice" details how the Advisors Access approach enabled two plan sponsors to enhance their plans, reduce their fiduciary liability, and lower costs.READ MORE »
There is a TV commercial in heavy rotation on the networks right now from one of the major financial products giants, and every time we see it, it makes us cringe. Not so much for the message, mind you, but for the reality it conveys.READ MORE »
All eyes are on the potential impacts of the so-called "Fiscal Cliff". Capital Directions authored an Investment Insight to help investors keep a long-term perspective.READ MORE »