Is Capital Wealth Management?
Capital Wealth Management is an independent, fee-only investment
advisory firm. We provide customized investment management solutions
designed to meet our client's individual needs. Unlike large advisory
firms or brokerage companies with very high minimum balance requirements,
we specialize in working with people who demand honest, straightforward,
reasonably-priced advice from someone who takes their needs seriously
and puts their interests first.
The firm holds a strong belief that the costs of investing should
be minimized. High fees and commissions erode a portfolio's value.
Even small differences in fees, when compounded over long periods
of time, have a dramatic effect on final portfolio values. A client's
money should be working for them, not lining the pockets of large
brokerage and mutual fund companies.
Our investment philosophy is based upon principles pioneered by
the world's leading institutional investors such as The Yale Endowment
and Harvard Management Company. Our approach emphasizes a globally
diversified investment strategy designed to provide above average
performance, at below average risk.
Our mission is to provide investors with honest, knowledgeable
and customized investment management services. We strive to be
the resource for individuals and families who want to structure
and manage their assets prudently in order to maximize returns
and minimize risk; by providing the most objective, independent
and conflict free advice available.
President, Capital Wealth Management
Capital Wealth Management is registered with the Massachusetts
Securities Division as a Registered Investment Advisor, in accordance
with the requirements of the United States Securities and Exchange
information that is provided on Capital Wealth Management's web
pages has been compiled to the best of our capability. Capital
Wealth Management makes no warranty of any kind, expressed or
implied, and will not be held responsible, or liable for errors,
or omissions resulting in any loss or damage caused or alleged
to be caused, directly, or indirectly, by information contained
in the material presented on the site.
Wealth Management is registered as an investment adviser with
the United States Securities & Exchange Commission and maintains
a notice filing within the state of Massachusetts. The presence
of this web site on the Internet shall in no direct or indirect
way be construed or interpreted as a solicitation to sell advisory
services to residents of any state other than those in which it
maintains a notice filing and shall not be deemed to be a solicitation
of advisory clients living in any state other than those in which
it maintains a notice filing.
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