A complete list of active advisors currently associated with Capital United Investments LLC
Warmer can help you find a great advisor at Capital United Investments LLC or one who fits your needs even better.
The firm is a small, independent, single‑advisor registered investment adviser that serves individuals as well as a limited number of institutional clients, including pension and profit‑sharing plans, trusts, estates, and business entities. It provides fee‑based investment advisory services, discretionary and non‑discretionary portfolio management, financial planning, and qualified retirement plan consulting. The adviser’s investment approach emphasizes a tactical allocation strategy intended to manage risk while seeking improved performance, using fundamental, technical and cyclical analysis and a wide range of instruments, including equities, fixed income, options and interests in real estate partnerships. Portfolios are customized to client objectives and risk profiles, with practices such as sector tilts, use of cash as a hedge, and quarterly IPS‑driven recommendations for retirement plans. Noteworthy aspects for a firm of this size include an affiliation with a real estate and mortgage brokerage operated by the principal; the principal conducts separate commission‑based real estate activities (disclosed as a potential conflict of interest). It is also uncommon for a solo adviser with under $1 million in assets and about a dozen clients to offer performance‑based fee arrangements with hurdle and high‑water‑mark provisions while also providing pension consulting and institutional plan services.
To learn more about the advisors currently working at Capital United Investments 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 |
|---|---|---|
Yucaipa, CA
| 5
|
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