Capital Partners Investment Group

Capital Partners Investment Group is an independent, state‑registered advisory firm that serves individuals and families, trusts, estates and charitable organizations, as well as pension and profit‑sharing plans and other business clients. The firm provides comprehensive wealth management, financial planning and consulting, and retirement/employee benefit plan advisory services, managing roughly $40 million in client assets for about 35–37 clients.

The firm acts as a fiduciary, documenting client risk tolerance and tailoring strategies that may include individual stocks and bonds, mutual funds and ETFs, fixed income, and more complex instruments such as options, warrants, structured products and the use of margin; portfolios are regularly monitored and rebalanced as appropriate. Capital Partners employs quantitative methods and optimization models in its analysis and recommends Interactive Brokers for custody and execution, citing access to institutional trading and research services.

Noteworthy aspects of the practice include explicit retirement plan consulting and the firm’s acknowledgment that it may accept ERISA fiduciary appointments for plan assets, and its inclusion of charitable organizations among client types—each less common for similar independent advisories. Representatives are also licensed insurance agents/brokers and may offer insurance products (a potential conflict disclosed in the brochure), and the firm provides public educational seminars and periodic written market communications.