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:
- Our Core Strategy - Broad diversified strategy with large, mid and small-cap stocks, as well as international equities
- Our Active Alpha Strategy seeks to capitalize on intermediate term market trends by detecting when buying exhaustion occurs on the upside and selling has run its course on the downside.
- Our asset allocation strategy diversifies assets in stocks, bonds, commodities and real estate using exchange trade funds (ETFs) and mutual funds
- Our dividend strategy that focuses on buying a diversified portfolio of income-producing stocks
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.
Typically, we build broadly diversified equity portfolios containing 25-35 positions. We make stock selections based upon factors such as the economy and market sectors, along with individual, fundamental and technical parameters. Upside and downside price targets are in place for each stock, which are continuously monitored. When a target is reached, the stock is sold and Capital Investment Counsel re-evaluates the best place to invest the funds.
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.
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