Capital Strength Investment Programs are available to all Americans
Access to a Registered Investment Advisor (RIA) has typically only been offered to those investors who have significant account balances. Now, when you sign up for a Capital Strength Portfolio account, you become a client of Capital Strength Investments, LLC — one of the only investment advisory firms to make its services available to every American online.
No commissions or transaction fees
No exit penalties
Low minimum account balances
The minimum balance required to open an account is just $10,000. You can make additional contributions into your account or request a partial or total withdrawal of the money invested in your account—at any time. This flexibility should allow you to keep more of your money invested for growth over the longer-term.
The professionals at Capital Strength Investments, LLC will help you to:
• Determine your investment objectives and profile
• Create a personalized, risk-adjusted portfolio
• Manage and make changes to your Money Masters Portfolio as needed
We seek to keep you informed with:
• Custodial Reports by Folio Institutional – Monthly
• Portfolio Performance Reports by our advisory firm – Quarterly
• Asset Allocation Reports by Morningstar – On Demand
• Risk Profile Reports by Risklyze – On Demand
Please be advised that past performance may not be indicative of future results.
Key Benefits Include:
- Flexibility to Change Your Asset Allocation Mix
As life circumstances change, so may your investment objectives or risk tolerance profile. Just notify us by secure email, and we can adjust your portfolio allocation as requested – while you seek to achieve your long-term investment objectives successfully.
- Confidence and Comfort
As our client, we want you to take comfort knowing that your Capital Strength Online Program portfolio is being managed on a daily basis by our dedicated team of professionals who serve you in their role as a fiduciary.
- Our Capital Strength Selection Criteria
Our status as an independent Registered Investment Advisors allows us the freedom to select investments and managers who meet our diligent selection criteria. We call this group our Money Masters.
From over 8,000 investment choices, we select our Top U.S. Stock Money Masters, our Top International Stock Money Masters and our Top Bond Money Masters to maximize the long-term performance potential of your assets.
- Proven Performance
Our careful selection process seeks to identify ETF investments and managers that have consistently performed at the top of their peer group and their industry benchmark, as well as meeting other aspects of our selection criteria.
- A Third-Party Custodian holds your Assets
For your protection, all Money Masters Portfolio client account assets are separately held in custody by a nationally recognized third-party custodian – Folio Institutional.