Creating wealth takes the right kind of relationship.

At Analytical Capital (a Member of Advisory Services Network, LLC), we offer customized portfolio management only.  Each client’s investments are tailored to his/her needs, goals and situation. We are a fully independent, fee-only firm.  We receive no commissions from any bank, broker or other financial institution.  Hence, our investment advice is 100% objective, with only the client’s interest in mind.

We have expertise in and utilize: equity and debt products, long and short positions, domestic and international securities, traditional and derivative instruments – all subject to client approval and risk tolerance. Our methodologies are well thought out, grounded in rigorous economic logic and unimpeachable financial principles.

Clients have complete liquidity.  We invest solely in marketable securities – no hedge funds, private equity, real estate or limited partnerships.  Hence, funds may be withdrawn after three business days!  Clients may view their holdings in real time, twenty-four hours a day, seven days a week.

Investment programs are structured to fit the client’s requirements and risk tolerance.  For example:

• Clients requiring current income enjoy a proper mix of income producing strategies, from fixed income to REITS to buy-writes.
• Investors looking to diversify their existing portfolio will be presented, if appropriate, with a disciplined, dynamic re-balancing program.
• Those saving for retirement may use our mathematical model to forecast cash flow needs and required savings to meet those needs, through a dynamically-adjusted portfolio.
• Risk-oriented investors can participate in a combination macroeconomic, top-down plus value-driven process, utilizing transparent asset allocation parameters.

Whether you are saving for future needs and require conservative management, or searching for a handsome return on invested capital, we have the resources and market experience.