Quarterly Rally Extraordinaire to All-Time Highs for S&P 500
Jeff Pietsch
April 13, 2024
t. (888) 452.5260
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Our Mission & Process is to design and implement a comprehensive financial plan for each client and their family that promotes confidence and peace of mind with an investing strategy that is tailored to your individual goals, risk-tolerance and changing market dynamics with a particular focus on capital preservation and growth. Institutional clients will appreciate our responsive, evidence-based consulting approach, and professional signal and sub-advisory services.
We begin this stage during our first meeting where we get to know one another. We focus on your specific needs and what you want your investment capital to accomplish within the context of your overall financial life.
The goal of this phase is to successfully implement your investment strategy. By means of constant communication and leveraging our national team, we strive to make this process quick and easy for you.
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to your unique goals, objectives and tolerance for risk. We then develop a comprehensive plan that outlines the strategy we recommend to maximize your chance of long-term success.
We monitor all accounts on a regular basis to ensure they continue to perform in a way that meets your original intent. Should we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we are quick to adjust.
We begin this stage during our first meeting where we get to know one another. We focus on your specific needs and what you want your investment capital to accomplish within the context of your overall financial life.
The goal of this phase is to successfully implement your investment strategy. By means of constant communication and leveraging our national team, we strive to make this process quick and easy for you.
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to your unique goals, objectives and tolerance for risk. We then develop a comprehensive plan that outlines the strategy we recommend to maximize your chance of long-term success.
We monitor all accounts on a regular basis to ensure they continue to perform in a way that meets your original intent. Should we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we are quick to adjust.
At Capital Advisors 360, we understand the challenges individuals and institutions face when making important financial decisions. As an independent firm with offices near Seattle and in Silicon Valley, Denver and Boston, we realize that we cannot be all things to all people. However, leveraging our team’s breadth of experience and expertise, we certainly strive to be all things to a few. Why not reach out to us today to see if we aren’t a good fit for you and your needs?
The companies listed above and Capital Advisors 360 are separate and unaffiliated firms that are not responsible for each other’s services or policies. The listed firms do not endorse or recommend any advisor, and the use of their logos does not represent the endorsement or recommendation of any advisor. The trademarks above are the property of their respective owners.
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors 360, Advisors 360 & Western Financial
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance, whether actual or tested, is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
Capital Advisors 360
329 Dolphin Bay Road
Eastsound, Washington 98245
(888) 452.5260