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Strategy Cap, LLC
Strategy Cap is a boutique, independent Registered Investment Advisor (RIA) that provides tailored wealth management for business owners, executives, and...
Overview
Strategy Cap is a boutique, independent Registered Investment Advisor (RIA) that provides tailored wealth management for business owners, executives, and retirees. The firm offers comprehensive financial planning, strategic investment management, and guidance to support business decisions. Its advice is independent and driven solely by client interests, without the constraints or incentives of a large financial institution or bank.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Bend
Principals
Danny Evans
Capital Strategist
Jared Pearson
Capital Strategist
Lisa Lindgren
Admin Specialist
Frequently asked questions
Who makes investment decisions at Strategy Cap, LLC?
The investment decision-makers at Strategy Cap, LLC are not publicly identified. The firm does not disclose its principals or investment committee. In many family offices with similar discretion, decisions are made by a senior family member or a designated CIO, but this cannot be confirmed for Strategy Cap.
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