Since 1991 Capital Advisors, Ltd. has been serving as an accessible and proactive point-of-contact for our clients' wealth management needs to deliver the insight essential for making more informed decisions. We have over 230 years of cumulative experience with an average tenure of 16 years, and a total of 16 industry credentials.
Acting as financial counsel, we are dedicated to the Financial Planning Process, helping business owners and successful families and individuals gain perspective, vision, and discipline while reaching consensus among all of their advisors. This produces a fully integrated and comprehensive look at a client’s financial affairs, well-defined objectives, and mutually agreed upon plans that may help achieve a more successful outcome.
Our investment management strategy finds its roots in the financial planning process as we tailor investment portfolios to meet our client’s specific facts, risk tolerance, strategy preference and where appropriate integrated into CFM Horizon. Additionally, we employ a strategic and tactical approach that helps to minimize emotion and prudently manages assets to increase the probability of meeting a client’s long-term financial goals.
In addition to Cash Flow Modeling and Investment Planning, we offer the following wealth management services to meet our clients’ financial planning needs: Estate Planning, Personal Retirement Planning, Corporate Executive/ Corporate Retirement Planning, Business Succession Planning, Insurance Management, & Private Investment Analysis.
Advisory services offered through Capital Advisors, Ltd., LLC, Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Capital Advisors, Ltd., LLC and the above named firms are independent, and non-affiliated. Tax services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 20600 Chagrin Blvd.,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- capitaladvisorsltd.com
- Keywords
- Wealth Management, Financial Planning, Investment Management, Estate Planning, Cash Flow Modeling, Business Succession Planning, Private Investment Analysis, Corporate Executive Planning, Corporate Retirement Planning, Insurance Management, Personal Retirement Planning, Investment Planning.
- HQ
- Shaker Heights, Ohio
Capital Advisors, Ltd. Questions
Capital Advisors, Ltd.'s website is capitaladvisorsltd.com
Capital Advisors, Ltd.'s LinkedIn profile is https://www.linkedin.com/company/capital-advisors-ltd
Capital Advisors, Ltd. has
11 employees.
View email and phone details for 11
employees at Capital Advisors, Ltd..
Capital Advisors, Ltd.'s industry is
Financial Services
Capital Advisors, Ltd.'s top competitors are
Dbk Financial Counsel, Llc,
Warther Private Wealth,
Caltagirone Law,
J.p. Morgan,
Nextgen Wealth Defense Llc,
Tropp O'toole James Private Wealth Management,
Strategic Real Estate Coach,
Whimsical Willow Services,
Tempo Wealth, Llc,
Rockport Wealth Advisors.
Capital Advisors, Ltd.'s categories are Financial Services
Capital Advisors, Ltd.'s founding year is 1991
