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CA
Single Family OfficeRIA · CRD 104643SEC-Registered

Updated:

Capital Advisors, Inc.

Capital Advisors offers the Capital Advisors Growth Fund. The Fund invests in large and medium sized growth companies where there is evidence of positive...

Overview

Capital Advisors offers the Capital Advisors Growth Fund. The Fund invests in large and medium sized growth companies where there is evidence of positive change and attractive valuation. The portfolio is focused on roughly 35 stocks at a time, grouped into Stable Earners, Accelerated Growers, and Emerging Franchises, and is tilted more conservatively or aggressively based on the market climate.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Sector focus

Large and medium sized growth companies

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