A complete list of active advisors currently associated with Capital Partners Investment Group
Warmer can help you find a great advisor at Capital Partners Investment Group or one who fits your needs even better.
Capital Partners Investment Group provides comprehensive wealth management, financial planning, and retirement-plan consulting to individuals, trusts and estates (including charitable organizations), pension and profit-sharing plans, and business entities. The firm manages assets on a discretionary basis for a small client base — roughly $40 million across about 35 accounts — and also offers standalone financial planning and consulting engagements. The firm operates as a fiduciary and emphasizes tailoring strategies to each client’s risk tolerance, time horizon and objectives, with regular monitoring and rebalancing of portfolios. Implementation draws on a wide toolkit — individual stocks and bonds, mutual funds and ETFs, options and warrants, structured products, fixed annuities, and insurance solutions — and employs quantitative optimization, technical analysis and computerized modeling as part of its process. What distinguishes this firm from many peers is the combination of advisory services with insurance distribution: the advisor is a licensed insurance agent who offers non‑security insurance products and annuities alongside investment management. The firm also accepts ERISA fiduciary appointments and provides retirement-plan/pension consulting and services to charitable organizations, capabilities that are relatively uncommon among independent advisers of this size.
To learn more about the advisors currently working at Capital Partners Investment Group, 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 |
|---|---|---|
Altadena, CA
| 20
|
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