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    Imagine more life

From day one, working with Capital Asset Management, LLC is different.  Your advisors are concerned about you, not just an account. They have a sincere interest in your life and your   objectives. They help you establish and follow a financial course that pursues your goals, focusing on an intelligent, long-term approach. 

As a client you don’t need to worry about the daily Wall Street market report.  You stop worrying about the forecasts of “market experts.”  Your plan is in place and its being carefully followed.  The weight of investing is lifted from your mind which reduces the stress most people associate with investing.  As a CAM client you have the confidence of knowing that your investing is on course, which means you can concentrate on your profession, business, family and everything else you enjoy.

  Imagine the difference

 

 

 


 
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 A sensible approach designed
 to put you at ease

Investors like to be secure.  So we conduct our business based on values our clients appreciate.  Our principles define the way we work and paint a picture of what it’s like to work with us.  We focus on you.  Capital Asset Management, LLC designs every aspect of the process with you and your investments in mind. 
We get to know your personal goals and your level of risk tolerance.  We create a map and use it.  Investors who don’t follow a plan often find themselves short of their goals and missing the mark.  Together we draw a clear investment map designed to last for years.  We follow it closely and keep tabs on progress.  We help you remain consistent and disciplined because impulsive mid-course changes can be devastating to your results. 
Your outcome hangs on your ability to stay the course.

Personal information is private and secure.  Our security measures are a priority.  All investment funds are kept at Schwab Institutional or TD Ameritrade Institutional.  We operate with financial transparency.  You deserve a proper understanding of your statements and the full range of costs.  Capital Asset Management, LLC is a fee-only practice, keeping our interests aligned with yours.

We work as a team.  You benefit from the perspectives of advisors from varied back-grounds so you can make sound decisions based on multiple viewpoints.  Our goal is to give you an accurate picture of your options and how they will contribute to your plan.  The result is an unmatched sense of personal confidence and security.

 

 

  The best economic thinking –
  translated into investment practice

You are looking for a solid method of investing – one that will allow you to confidently build a future.  In 1990, three Nobel-Prize-winning economists were recognized for their roles in the development of Modern Portfolio Theory.  It helped to explain how markets really work and showed a smarter way to invest.  Capital Asset Management has expanded on this work to provide our clients with greater diversification, and individualized, client-specific portfolios.

CAM helps clients build and adhere to a disciplined portfolio of diversified passive asset class components and proactive sector-focused stocks.  Using this practice, the investor learns the importance of lower costs, effective diversification and creating a portfolio designed to provide the highest expected return for a chosen level of risk.  This is the methodology that Capital Asset Management employs with all our clients.

Capital Asset Management, LLC places you in the right position to capitalize on asset class investing and sector driven stock selection.  We keep a year-round, tax-conscious eye on your investments.

To create your portfolio, we provide superior access to exceptional building blocks.  You can also take advantage of other services provided within our network of strategic alliances.

Best of all, you get a plan.  You know your strategy.  You understand the purpose of each step.  Our constant objective is to help you meet your long-term financial goals.  Our array of services provides a platform from which to grow.  These include:

  • Maintaining globally diversified investment portfolios;

  • Building customized bond portfolios for fixed income investors;

  • Planning for retirement and other major life events;

  • Managing qualified retirement plan assets; and

  • Meeting risk management needs through appropriate insurance applications.

 Creative energy fueled by rapport
 and trust

Client/team synergy is the foundation for implementing good strategies.  So we pay attention to how you get to know us and how we get to know you.  Our people are solution providers.  They are service-minded and enjoy learning about you and your goals.

When you begin working with Capital Asset Management, LLC you meet your primary investment advisor – your point person and the head of your team.  Other advisors are added to your team based on their back-grounds and your needs.  We have a diverse range of expertise with some of the most respected people in the industry.  Everyone is accessible and ready to respond to your particular needs.  People from your network of professionals or from ours may also be a part of your team.

We cultivate an environment of learning and exploration, so that you understand your options.  You’ll feel comfortable asking questions.  We give answers in plain English with the level of detail you want.  The more you know, the more comfortable you become with the relationship.

We feel so strongly about our approach that we are clients too.  We treat your investments the same way we treat our own.  It gives us a client perspective and keeps our eyes on providing excellent client service.

  Let us put it all to work for you.

In 2000 we created a place where investing just feels right.  The process we use is understandable.  It will give you a new enthusiasm about your future because you’ll see its sensibility and appreciate how it eases your investment anxieties.

We want to help you make sense of your financial options.  We advise individuals, families, corporations, qualified retirement plans, partnerships, not-for-profits – anyone with a desire to pursue long-term financial objectives. 

Find out how fulfilling it can be to approach investing with a confident vision.  Let us show you how Capital Asset Management is different.  Call or e-mail.

Phone: 812-288-2881
Fax: 812-288-2885

Email: Jay_Conner@camadvisors.com

702 North Shore Dive
Suite 500
Jeffersonville, IN   47130

Checking stocks in newspaper

CAM team in office

CAM helps solve the puzzle of investing

 
   
   
 

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Capital Asset Management
702 North Shore Drive
Suite 500
Jeffersonville, IN 47130-3104
Phone: 812-288-2881