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The Capital Advisory Group, LLC (Brett Machtig)

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The Capital Advisory Group, LLC (Brett Machtig)

Overview:

The Capital Advisory Group, LLC, formerly known as Machtig & Associates, has earned national recognition for their approach to investing. As retirement planners and asset managers, we've gained recognition even more valuable: the trust and gratitude of hard-working professionals, business owners and families.

Our philosophy, The Machtig Method, is designed to apply a thorough comprehensive approach to financial planning. We seek to help conservative and moderate investors who want to live well and preserve wealth through careful private asset management and estate, tax, and insurance consulting.

Brett Machtig has established the Machtig Method through 24 years of investing and estate-planning experience. From learning and understanding every facet of your financial situation to managing your wealth according to your goals, our team of advisors follows a methodology that puts your best interests first.

The system is based upon improving cash flow and then investing in long-term assets that also have good earnings potential and a higher of degree of relative safety. The assets are selected for non-correlation. During high-risk periods in the markets, exposure is reduced to help preserve assets. Clients could have more to invest and, theoretically, a better chance of meeting their performance expectations on their investments.

Based upon applying sound financial principles, each person in our company serves our clients so that they see us as their “trusted advisor”. Our investments are managed conservatively, supported by academic research, unbiased, independent, and proactive.

Our mission is simple: to provide personalized investment advice that helps minimizes our clients’ financial concerns and maximizes their asset protection. Founding partners, Tom Hokr and Brett Machtig, understand that every client has unique needs. Our role is to help you make smart and well-informed decisions about your investments while providing you greater financial independence.

While each of our clients is unique, they all have one thing in common: They want unbiased investment advice from experienced professionals. Our clients look to Capital Advisory Group, LLC to help preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and look to us to guide them toward financial security in retirement.

Formerly known as: Machtig & Associates

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