CAPITALE
INVESTMENTS

Globally recognized leader in the wealth management community

Private Wealth Management

Extensive Experience

Extensive Experience

Private Wealth Management Investments is at the core of our firm. Our team has extensive experience in managing money in both bull and bear markets.

Detailed Analysis

Detailed Analysis

We analyze all aspects of our client’s financial situation and desired outcome prior to constructing portfolios.

Cost Effective Results

Cost-Effective Results

Our investments are focused on cost-effective after-tax results and we recognize that performance does matter.

About Us

We are a boutique, full service, wealth management firm, experienced in serving the needs of affluent individuals, families, and institutions. We are focused on providing clients with customized wealth management services as well as comprehensive investments plans.

About Us

About Us

We are a boutique, full service, wealth management firm, experienced in serving the needs of affluent individuals, families, and institutions. We are focused on providing clients with customized wealth management services as well as comprehensive investments plans.

Market Commentary

Globally recognized leader in the wealth management community

Market Commentary

2021 Market Outlook

2021 Market Outlook Continued broad based recovery...   As we enter the final stretch in the 1st quarter of 2021, a sharp rise in Treasury yields has interrupted the equity rally. Anxiety over rising yields is what is largely responsible for the retreat in...

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Focusing on the medium to long term potential

Dear Clients and Friends, I hope you are well and healthy during these unprecedented times. Here are my latest thoughts on the markets for your review: Given the ebb and flow of all the news headlines, I expect the markets to remain more volatile than normal as we...

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2021 Market Outlook

2021 Market Outlook Continued broad based recovery...   As we enter the final stretch in the 1st quarter of 2021, a sharp rise in Treasury yields has interrupted the equity rally. Anxiety over rising yields is what is largely responsible for the retreat in...

read more

Signal from the noise

Dear Clients and Friends, A lack of knowledge about this new virus has scared citizens, governments, and stock markets. In the four weeks since the Dow’s all-time high, it has dropped 19.3%. Volatility has only reached recent levels twice in history – in 2008 during...

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President Trump and The Markets

Dear Friends and Clients, Here are my latest thoughts on the markets for your review. The S&P 500 has risen nicely since the election, as investors have focused on the pro-growth policies of President Trump. Trump’s “America First” policies present a potential...

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