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TRUST
ACCOUNTABILITY
PERFORMANCE
SERVICE
Professionally Managed Portfolios
Using Proven Strategies
Benefits of Capital Cities Asset Management
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| Services |
- Active portfolio management for individuals, corporations, municipalities, and foundations.
- Professional client services and a personal account executive to assist you.
- A unique proprietary rotation strategy that aims to improve investment return in any market.
- Dedicated portfolio management expertise with a focus solely on money management.
- Full reporting including CPA friendly tax reports and detailed quarterly performance reports.
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| Why us? |
- Proven track record of ten years of returns exceeding their benchmarks.
- Disciplined Buy and Sell tactics that avoid Buy, Hold, and Pray mentality.
- Highly ranked programs by independent tracking firms such as MoniResearch, Thomson, and others.
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| Strategy |
- Rotate into investment sectors and styles that we believe will show continued strength with the ability to move into cash during down markets.
- Control: maintain a stop-loss discipline - manage risk by keeping losses small!
- Use investment vehicles like Fidelity Select Sector funds, Exchange Traded Funds (ETFs), No-load mutual funds, and money market to reduce transaction and associated costs.
- Minimum $100,000 investment.
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We would very much like the opportunity to discuss our programs with you to see if they may be suitable.
To receive more information on CCAM, you can e-mail us, send us
a request for more information, or call toll free at 800-767-2595. We look forward to
hearing from you and thank you for visiting our website.
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