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.
Over the past decade there has been a great deal of hype in the financial press about the superiority of the so-called “endowment model” of investing. What is the endowment model you ask?
Oftentimes when I am asked what the difference is between Capital Directions and a traditional Wall Street brokerage firm, I will start by drawing a diagram.
"The market feels overvalued."
“How can it keep going up?”
"Maybe we should take some profits off the table."
As wealth managers, there are numerous ways in which we identify and measure risk.
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 have been quite a few investment assumptions in the conventional wisdom in the recent years about things that were just "going to happen" that, in fact, proved to be mistaken assumptions in 2013. So, with a nary a trace of "we told you so" in our voices, we examine now five of these assumptions in more detail.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 »