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Reason, not happenstance, builds wealth. Asset allocation is the only true means to accumulate real returns in an ever-changing market.

Roland Jones, President Capital Advisers

About Us

Capital Advisers, Inc. was formed in 1994 to provide our clients with cost efficient and tax-effective investment of their assets. We employ managed products – mutual funds, ETFs, hedge funds and separate accounts – to build a portfolio that meets each client’s specific goals, objectives and risk tolerance. We then employ a modified constant weighting asset allocation strategy to minimize losses and capture gains.

Our independent research leads us to those few managers who have demonstrated the ability to beat their relative benchmarks. We continually evaluate the managers we employ to make certain that they invest your assets as stated in their offering materials.

 

 

       
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