We view a stock as a long-term partial ownership position in a business, not as a piece of paper that changes hands daily. We manage others’ money the same way we manage our own. Specifically, we invest all of our own money right alongside each one of our clients.
We offer professional asset management services of various securities (shares, bonds and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of our clients.
Beginning in early 2014 we started building a Registered Investment Advisor (RIA) firm following one clear mandate. Build a firm based on how we wanted our family’s money managed. Selfish you ask? Not really.
"We are all in this together"
Our family's money is invested right along side each of our clients. When we say invested "right along side" we mean our family accounts purchase the same investments as each clients. Let us repeat that again, because it’s a pretty big difference in what our firm does. When we make any investment decision (buying or selling) - the same decision is made in our family’s accounts and each of our client's accounts!
Of course each account has a different total value - so the actual number of say, Apple shares will differ from account to account - but each accounts percent ownership of Apple is the same.
This simple concept "we are all in this together" is one of the three business attributes or "must haves" we insisted upon when we designed Wealth Capital Investors.
To read more about our journey as well as the other "must haves" click here.
Razor- sharp focus
We never say one thing and do another
We never suggest any investment we don't buy ourselves