The clients of Capital Financial, LLC have access to a selection of the top Investment Manager’s available. A rigorous due diligence process is applied to the investment management universe to locate those most qualified to manage your money.
The client makes the final selection of investment managers for their portfolio with the objective support of Capital Financial LLC. We monitor closely the managers to ensure they meet the standards and objectives for which they were hired. Specifically those with sound organizational structure, reliable investment process, excellent performance track records and client service capabilities.
Capital Financial, LLC has several investment programs available including mutual fund strategies and separately managed accounts.