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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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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Investment Disclaimer
Investment advisory is provided by Capitale Investments, LLC, an independent Investment Advisory Firm offering unbiased, fee-based services. The information, opinions and views contained herein have not been tailored to the investment objectives of any one individual, are current only as of the date hereof and may be subject to change at any time without prior notice. Capitale Investments, LLC does not have any obligation to provide revised opinions in the event of changed circumstances.  All investment strategies and investments involve risk of loss.  Nothing contained in this website should be construed as investment advice.  Any reference to an investment’s past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit. Capitale Investments, LLC expressly disclaims any liability or loss incurred by any person who acts on the information, ideas or strategies discussed herein. The information contained herein is not, and shall not constitute an offer to sell, a solicitation of an offer to buy or an offer to purchase any securities, nor should it be deemed to be an offer, or a solicitation of an offer, to purchase or sell any investment product or service.