Over the past 50 years Nobel Laureates like Prof. Eugene Fama, Prof. Harry Markowitz, Prof. Bob Merton, and Prof. Daniel Kahneman and leading researchers like Prof. Ken French, and Prof. Robert Novy-Marx have added enormous depth and rigour to our understanding of how financial markets work, the risks worth taking, and how investors behave in the face of uncertainty.
While there is still much to learn about financial markets, we base our investment decisions on the best knowledge available, and by using an evidence-based approach we build robust, sustainable and risk-managed investment portfolios.
Our Investment Committee meets regularly to review research and our investment principles, and to oversee the construction and performance of our model portfolios, upon which your tailored portfolio will be based.
We are founding members and active participants in the Global Alliance of Independent Advisors (GAIA) and Capital Partners holds a CEFEX certification. The Center for Fiduciary Excellence (CEFEX) serves as an independent auditor to verify that an investment advisory firm conforms to all practices and criteria that comprise the Global Standard of Fiduciary Excellence.