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CapShift Advisors Overview
Type
Multi Family Office
Year Founded
2013
General Information
CapShift Advisors is a multi-family office headquartered in West Newton. The firm provides advisory and portfolio management services to families and foundations, with a focus on diversified investment strategies across mutual funds, ETFs, and separately managed accounts. CapShift Advisors integrates sustainable and impact investing considerations into its approach—supports clients in aligning financial objectives with broader environmental and social goals.
Contact Information
Institution Type:
Multi Family Office
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