Capasso Planning Partners LLC

Capasso Planning Partners provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations and businesses, delivering tailored investment programs and written Investment Policy Statements. The firm offers advice across a broad set of instruments—primarily mutual funds and private equity funds—but may also use equities, fixed income, ETFs, REITs, private placements and covered option strategies where appropriate.

The firm generally seeks discretionary authority to implement client portfolios, documents risk tolerance in each client’s Investment Policy Statement, and uses fundamental, quantitative and Modern Portfolio Theory analyses to construct and rebalance accounts. CPP also integrates ongoing financial planning with quarterly check‑ins and uses third‑party tools (including the Pontera platform) to manage held‑away assets such as retirement plan accounts without taking custody of client login credentials.

Notable distinctions include an affiliation with an accounting and tax practice owned by the firm’s principal, with tax and accounting services offered to clients for separate fees, and an explicit practice of managing held‑away and private investments (including private equity and venture investments) and billing for those assets. The firm also documents policies addressing allocation of investment opportunities, soft‑dollar benefits from custodians, and written procedures for conflicts of interest such as advisors’ insurance commissions.