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Capital Advisors, Ltd.
       
 
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Additional information
 
Capital Advisors, Ltd.
 
 
Mission statement: 

Capital Advisors, Ltd. is committed to improving, integrating, and simplifying the financial well-being of our clients’ lives. We will help our clients achieve their financial goals while earning and keeping our clients' trust by providing holistic, independent, and objective financial solutions in a high-touch, service-oriented manner through the integration of technical expertise, technology, and people.
Overview: 

Service

A hallmark of Capital Advisors. We believe service and personal attention are two of the qualities that set us apart from our competition. All client matters are handled with a sense of urgency.
Holistic Approach

Our approach is "process" not "product" driven. We believe in developing an overall "big picture" strategy and integrating each component part into an overall plan.
Teamwork

External -- We will work closely with your other advisors (i.e. accountant, attorney) to ensure that all options are explored. We are consensus builders -- providing a unique and much needed service to our clients.

Internal -- Every client has a Partner and an Analyst assigned to their account. This allows you to have easy access to a member of your team.
Financial Modeling

We develop a customized cash flow model for most of our clients. Every client's situation is unique: "canned" software programs are not. This easy-to-understand proprietary model is the roadmap we utilize to test and develop many of the strategies we recommend.
Independence

We are an independently owned and operated financial planning firm. We work exclusively for our clients, not a brokerage house, insurance company, or bank.
Experience

The Partner Group has over 75 years of combined experience in the financial services industry. We hold many of the designations and credentials essential to offering high level financial advice -- Certified Public Accountant (CPA), Certified Financial Planner (CFP®), Personal Financial Specialist (PFS), Masters of Business Administration (MBA), and Certified Financial Analyst (CFA).
Vision: 

Capital Advisors, Ltd. is a pre-eminent financial planning/wealth management firm. We serve as financial gatekeepers to a diverse client base of successful individuals and families and provide a variety of individualized, high touch services designed to enhance the lives of our clients. Our holistic, objective, solutions-oriented approach to financial planning has earned us the trust of our clients and the respect of our peers and other professionals. We attract and retain a well-trained staff by recruiting individuals who are committed to excellence and are passionate about delivering high quality financial services and then developing a career path for those individuals. We always place our clients' interests first and act in a trustworthy manner. We grow the highly profitable, visible firm by maintaining a diverse client base that generates a continuous source of income and referrals, pursuing alliances with other financial service institutions and seeking acquisitions thereby providing continuity past the current ownership group.
Minimum Investable Assets:  $2 million
Net Worth of largest client:  $79.5 million
Asset Under Management:  $478 million


 
 
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