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?
I have a confession to make. I have a friend who is a broker. There, I feel better getting that off my chest.
Aside from having built a very profitable book of business by the sheer force of his personality and some very aggressive sales tactics, along with jumping from one brokerage house to another for a hefty payday, he’s actually a good guy.
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."
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 »
It was in this space just over a year ago that we addressed the rather distressing fact that the Dow Jones Industrial Average had just busted through the 14,164 record high it had achieved way back in 2007.READ MORE »