How We Select Your Investments

It all starts with what you want. 

At Capital Growth, we begin by learning a lot about you: what you want to achieve and how much risk you’re willing to take.  We then look at all the available alternatives. Unlike many large firms, we are not limited to choosing from “approved” lists.  We work with you to construct a portfolio designed specifically to fit your needs. Our goal is to invest the portfolio with the potential to outperform the market averages over the long term.

A Multi-Faceted Approach

We use systems and tools to seek out investments that offer the best potential for exceeding your goals while remaining within your risk profile.  Our process includes the analysis of trends in economic data as reported on a global basis.  We then compare the data with real time experience, seeking out unbiased observations, to identify macro and micro trends in order to formulate a view of the future.  We focus on areas of strength and analyze the prospects for those sectors or industries using multiple tools including quantitative (the numbers), fundamental (for example, prospects for growth in revenues and margins) and technical analysis (chart/trend analysis).  We also seek out opinions that conflict with our own to be sure we have viewed our thesis through every critical lens.
Only after considering all the risk/return characteristics, will we choose the investments that are most appropriate for you.

Independent and Unbiased

As an independent firm, we are free to make investment decisions based on your needs and goals. We are truly client-centered.  Our focus is on providing you with a customized, professionally-managed portfolio that addresses your investment objectives.  We will work diligently to guide you to investment success.