A complete list of active advisors currently associated with Capital Income Management, LLC

Warmer can help you find a great advisor at Capital Income Management, LLC or one who fits your needs even better.

The firm provides individual account management for high-net-worth individuals, trusts, pensions, retirement plans, corporations and endowments, focusing on diversified portfolios constructed from equity‑based exchange-traded funds (ETFs) and closed‑end funds (CEFs) to pursue income and growth. It performs ongoing monitoring and makes portfolio adjustments based on market conditions but does not offer comprehensive financial planning or multiple tailored strategies. Investment decisions are driven by a proprietary relative‑valuation model that evaluates CEF discounts/premiums, yields, dividend histories and correlations with ETFs; the firm may deploy hedging or arbitrage techniques and actively manages otherwise passive fund vehicles to pursue income while managing volatility. The firm limits its strategy to diversified ETF and CEF investments and does not invest in individual stocks, bonds, mutual funds, REITs, MLPs, commodities or currencies as part of its core approach. Notably, the firm’s principal contributes industry articles and periodicals to financial news and market‑research outlets and discloses any firm positions mentioned in those publications; the brochure states the firm may receive compensation for such publications. The firm also disclosed a 2017 civil penalty for a books‑and‑records violation, a past regulatory matter that prospective clients may wish to review.

To learn more about the advisors currently working at Capital Income Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Douglas Albo	Sherwood, OR	29

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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