Cape Ann Capital, Inc.
Cape Ann Capital, Inc. is a fee-only Registered Investment Advisor. The firm provides personalized, high- quality investment management services to small institutions and high-net-worth individuals. Cape Ann Capital serves a variety of clients including trusts, foundations, pension plans and individuals with both taxable and tax-deferred assets. Cape Ann Capital also provides consulting services to a number of individuals, money managers and retirement plans.
Complimentary Portfolio Review
Do you have concerns about your portfolio? Here is a check list of questions we can help answer.
- Are you saving enough?
- Are there gaps in your diversification?
- Are you paying too much in fees?
- Are your mutual funds adding value?
- Are you beating your benchmark?
Please Contact Us for a complimentary portfolio review.
Mission
Cape Ann Capital's mission is to deliver financial results, which after all fees, exceed the performance of a portfolio of index funds balanced to align with each client's long term asset allocation targets.
Cape Ann Capital's ADV (click for details)
www.adviserinfo.sec.gov (click for information about any advisor registered with the SEC)