As a fee-only advisor, Capital Investment Counsel doesn’t sell products or accept commissions. Clients can trust our investment recommendations are driven exclusively by what we believe is most appropriate for you and your given situation. We construct and manage personal portfolios using multiple equity investment strategies:
- Core Strategy - A strategy that focuses on owning a diversified basket of domestic large cap individual stocks. When the Investment Committee deems appropriate, the strategy may also invest in significant holdings of mid, small and international ETFs and mutual funds.
- Dividend Strategy - This strategy owns a basket of domestic and international equities that have a history of paying and raising their dividend. The strategy separates itself from other equity income products by diversifying across sectors instead of just owning the traditional dividend paying spaces (i.e. utilities, telecom).
- Tactical Strategy - The Tactical Strategy combines sector rotation with relative strength in attempting to own the most advantageous areas of the market. Investments are entirely in ETFs. When the process dictates it, the strategy can go partially or completely to cash.
- Asset Allocation - This strategy owns ETFs and mutual funds across multiple asset classes that are diversifying and non-correlating in nature. The strategy diversifies away from traditional domestic market risk by owning investments in real estate, commodities, emerging markets, global credit and alternative asset classes.
Asset allocation is the cornerstone of a sound, long-term wealth-building plan. No one can predict the market, so it makes sense to diversify your money into more than one investment category.
We also employ fixed income investment strategies to preserve capital while generating consistent levels of current income.
- Taxable Bonds
- Municipal Bonds
- Short-term Cash Management
What sets our approach apart from a traditional “buy and hold to maturity” strategy is a focus on providing higher returns through active management of the two components of a bond portfolio—principal and income.