Portfolio Management

Portfolio Management

The CFP® professionals of Capital South Wealth Management work to uphold a Fiduciary Standard. This means we will put your best interests above our own in every investment advisory engagement. We are fee based investment adviser representatives with LPL Financial. Our team manages portfolios for you according to your stated goals, your risk tolerance, and your risk capacity. We look past the pie chart when managing your investments and account for your human capital, business interests and other outside investments before designing an appropriate asset allocation.   

Investment Offerings

While the specific assets in your portfolio will depend on your situation, we can construct portfolios utilizing both traditional asset classes as well as including alternative investment strategies as necessary. Traditional offerings include: stocks, municipal bonds, corporate bonds, government bonds, equity, and fixed income mutual funds, exchange traded funds and separately managed accounts.

Research Capabilities

At Capital South Wealth Management, our team is backed by the 50 investment professionals at LPL Research. Reliable investment decisions cannot be made if conflicts are present. LPL Research has no proprietary products to sell, no investment banking relationships to cultivate, and no other business conflicts that may impede from providing unbiased, conflict-free advice. We are compensated for bringing the best recommendations forward to address your needs. This ensures our interests are aligned with yours.

Due Diligence

Within LPL Research there is a 20-person team dedicated to carrying out the role of due diligence provider. The team employs two five-step processes for initial and ongoing due diligence to add strong new managers and remove those that are experiencing meaningful changes.