Our services are designed to protect and increase your wealth by delivering the potential for superior after-tax returns and managing risk with a high level of personalized service and expertise.

CAPFAS is a fee-based Registered Investment Advisor — which means we do not charge commissions for transactions or loads on mutual funds. This puts us on the same team with you, eliminating the pressure to buy and sell, and freeing us of the conflict of interest that often exists with traditional brokerage relationships.

Our policy is that we never receive any incentives to use an investment in our client portfolios, we never charge a load on a mutual fund (all funds are at NAV with the load waived), and there are never commissions on stock or bond transactions.

We also offer Mortgage Consultant services, as real estate investments (including your own home) are some of the fast growing investment opportunities in the country. We find the best mortgage programs available that match up with your needs — with low rates to allow you to purchase the maximum property value possible.

Professional Alliances
In order to assist you in providing excellent service, we have established strategic alliances with Attorneys, Accountants and Tax-Advisors — all part of our effort to help you with virtually any financial decision you make. We refer out these types of services that require special expertise in order to avoid the conflict of interest that we feel exists with firms that have these 'in house' and make you pay for them, whether you use them or not.