A Hybrid Approach to Solving Today's Investing Needs

Investors today are faced with an abundance of choices when it comes to finding someone, or something, to manage their wealth. But, unfortunately, it is increasingly becoming a choice between two extremes.

On the one hand, investors can hire a traditional wealth management firm. These companies have been a staple of the investment management business. They are known for highly customized solutions, high-touch client service, and often, correspondingly high fees. For many investors, this solution fits their needs.

On the other hand, there is a wave of new investment firms, or products within existing firms, known as robo-advisors. These technology platforms, which essentially offer computerized investing, provide investors with very low cost solutions. Yet, industry analysts have begun to question the efficacy of these models. Many are too new to assess whether they will manage portfolios effectively throughout a market lifecycle.

At Cape Ann Capital, we offer an alternative, hybrid solution. We offer the personalization and personal touch of a traditional wealth management firm, with the efficiency delivered by the technology-aided platforms.

Cape Ann Capital is a fee-only registered investment adviser and offers individual and institutional investors a part-quantitative and part-qualitative solution to managing money. We are proud to offer a competitive and comprehensive set of services and solutions designed to meet an array of client needs, including:

  • Asset Allocation

  • Security Selection

  • Performance Reporting

  • Financial Planning

 Download our Asset Allocation Booklet

To learn more about our services and solutions, please contact us directly.