A new era of financial advice is dawning that puts clients first and removes the many conflicts of interest present with the traditional way of doing things. While many traditional firms remain entranched in the ways of the past with outmoded legacy technology systems, stodgy investment approaches, inadequate client service models and onerous cost structures.
Capital Portfolio Advisors, Inc. (CPAI) is a registered investment advisor with the Ohio Division of Securities, Florida Office of Financial Regulation, Texas State Securities Board, Michigan Department of Licensing and Regulatory Affairs and the Kentucky Division of Securities under the Investment Adviser Act of 1940.
Capital Portfolio Advisors, Inc. (CPAI) is a registered investment advisor with the Ohio Division of Securities, Florida Office of Financial Regulation, Texas State Securities Board, Michigan Department of Licensing and Regulatory Affairs and the Kentucky Division of Securities under the Investment Adviser Act of 1940.
Services
We believe that there is a better way for a client and an advisor to work together than what has been the norm in the past. We believe that one-size-fits-all just isn't good enough and a true custom-fit portfolio considers far more data points than your current age and retirement date. We custom-tailor portfolios based on your comfort level no matter how conservative or aggressive you want to be.
Most of our clients have us look at their total financial planning while others look for us to address a specific issue, like rolling over a previous employer's retirement plan. We help employers to remain compliant with their duties as trustee to the plan and help employees with designing a portfolio that is right for them.
If you were driving through the mountains and it started snowing, you might find it prudent to shift gears and proceed at a slower speed until the conditions improve. If some lanes on the highway ahead are stopped, you might move over to better flowing lanes. We actively manage our client portfolios using state-of-the-art technology on a custodial platform with $0 commission trades.
Capital Portfolio Advisors has an established presence in the industry and was founded in 1993 by Dennis Delphenich. Before founded the firm, Dennis started out with a very large financial planning firm in Boston, MA in 1988. His practice began commission-based which the norm was back then.
Dennis learned early on that even wonderfully talented and well-meaning advisors can be quite restricted and compromised when trying to advise cleints in a traditional commission-based environment and all of the conflicts of interest that come with it.Dennis broke free in 1993 and set up Capital Portfolio Advisors Inc. as a Registered Investment Advisor, or RIA.
Dennis learned early on that even wonderfully talented and well-meaning advisors can be quite restricted and compromised when trying to advise cleints in a traditional commission-based environment and all of the conflicts of interest that come with it.Dennis broke free in 1993 and set up Capital Portfolio Advisors Inc. as a Registered Investment Advisor, or RIA.
Our advisory team is a group of experienced advisors who maintain very close client relationships and provide a steady hand in all sorts of market environments. As a 30 year veteran of the financial planning and investment management business, Dennis blends deep acedemic background with real world practical experience.
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