At Capital Wealth Advisors, we develop custom investment strategies for families seeking to build and maintain assets for future generations. We understand that your portfolio is part of an overall plan that reflects your individuality and goals.

Proprietary Research and Due Diligence

Our experienced research team comes from some of the world’s largest investment management companies. Our in-house stock and bond research gives you access to unique insights and analysis. We conduct due diligence on our investment ideas and assess the risks associated with each security. CWA invests in in-house research with the goal of constructing thoughtful and cost-effective solutions.

Risk-Based Portfolio Construction

Each Capital Wealth Advisors portfolio is designed with client risk, tax, income, liquidity, and outside holdings/investment preferences in mind. From legacy to concentrated positions, we offer personalized solutions tailored to your unique circumstances and goals.

Tax-Aware Investment Strategies

Our research team actively manages equity portfolios with stocks we researched and selected.

• CWA Global Opportunity (Global Multi-Cap Value)
• CWA Global Core (Large Cap Core Equity)
• CWA Global Growth (Large Cap Growth Equity)
• CWA Equity Income (Equity Income)
• CWA Natural Resources Income (Income Focused Management by Investing in Companies in the Natural Resource Sector)
• Quantitative Family of Strategies
  • Quant Alpha Large Capitalization (Large Cap Core Equity)
  • Quant Alpha Small / Mid Capitalization (Small/Mid-Cap Equity)
• Capital Tax Advantage Strategy (Tax Loss Harvesting with a Diversified Portfolio of Equities)

Fixed Income Management

Our fixed-income managers objectively re-evaluate portfolio characteristics in an attempt to match risk with reward. Re-evaluating portfolio characteristics to make sure they are compliant with the investment policies established with the client. Capital Wealth Advisors manages fixed-income securities with a bias towards quality and yield.

The tools we recommend may include custom bond portfolios, exchange traded funds, mutual fund/ETF models, or additional investments.

Access to Private and Alternative Strategies, Where Appropriate

While alternative investments are available to retail clients through products like ETFs and mutual funds, Capital Wealth Advisors maintains strong relationships with other management firms. This allows us to offer unique growth opportunities to these individuals, qualified purchasers, or accredited investors when appropriate, depending on the criteria outlined in the offering documents and the client’s unique objectives, time horizon, liquidity needs, and risk tolerance.

We have access to a wide range of alternative credit, equity, and real estate investments. Our Investment Committee also reviews opportunities outside these platforms to help our clients meet their objectives.