Captal City Partners Asset Management Group, LLC

An Ohio Corporation

Capital City Partners, Inc. was founded by experienced financial professionals and based on The Golden Rule: "Treat others as you would want to be treated!"  This simple philosophy inspired us to build a financial firm that we would want to be a client of; a partnership between you and us.
We offer customized, discretionary Asset Management Programs through our investment advisor, Capital City Asset Management Group, LLC for a very small annual fee based on a percentage of the assets managed. This creates a relationship where our goal is exactly the same as the client's goal; for the portfolio to perform and grow. If the client prefers and or it is more appropriate we offer traditional commission based brokerage accounts through our brokerage services, Capital City Securities, LLC .To achieve our clients' goals we provide a wide range of expert, unbiased, independent financial advice, products and services. Our investment products include the Traditional (stocks, bonds and mutual funds), Non-Traditional (hedge funds, private equity and real estate), Insurance and Annuities, and Specialty investment categories.
 
Our service and products are designed to meet a wide variety of investment objectives including, but not limited to:
·                     Capital appreciation
·                     Income generation
·                     Diversifying portfolio concentration
·                     Tax minimization*
Whatever your objectives, our process begins with your Capital City Financial Advisor taking the time to listen to you to gain a clear understanding of your needs. It is the beginning of our partnership, and it guides all of our interactions with you.
We are committed to working with you to build, manage and preserve your wealth in a way that is comfortable for you.
We work to assist you in identifying opportunities to reduce expenses and improve your returns. We strive to develop appropriate solutions using some of the very best products and services available.  We design investment strategies that are consistent with your objectives, time horizons, risk tolerances, financial situation and comfort.
America's Trusted Advisors™
*Capital City Partners, Inc. does not provide legal, regulatory, credit, tax or accounting advice to investors.
 
 
 

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