OUR TEAM
A Team Approach to Private Wealth Management
Capital Advisors 360 uses a team approach to work with you and your family to develop a personalized financial and investment plan that is optimized to help you achieve your goals.
Mark Taylan CRPC
Serving greater San Fransisco is Mark Taylan, senior investment advisor and founder of our Morgan Hill office. Mark’s 20-year-plus career in financial services working with some of the largest private client offices in the industry provides him unique insights that help him assess client portfolios from an unbiased perspective. Mark graduated from the University of California at Santa Cruz with a Degree in Management Information Systems. This unique blend of Computer Science and Economics has translated well in the understanding and explanation of the financial markets. Please learn more about Mark here.
Jeff Pietsch CFA
Working closely together with Mark to oversee investment strategies is Jeff Pietsch, Chartered Financial Analyst. Jeff has worked in the active and alternative investment industry since 2001 and is Managing Director of Capital Advisors 360. Prior to forming the firm, he managed his own private investment fund and authored a popular financial education newsletter. Jeff holds an MBA in finance from Northwestern University’s Kellogg School of Management, a JD from the Northwestern University School of Law, and a BSc from Cornell University. You may learn more about Jeff here.
Investment Philosophy
CA360’s money management objectives focus on: 1) reducing account volatility so that equity may compound; 2) true diversification that holds up during “black swan” events; and, 3) having a tactical understanding of the investing environment to allow bull market participation while attempting to side-stepping cyclical risks to the greatest extent possible. Our philosophy is that only through these means can generational wealth be built and maintained. We believe that working together leveraging diversified approaches and added insights serves to improve the client experience.
355 Woodview Avenue Suite 300
Morgan Hill, CA 95037
(By Appointment)
Want more information? Contact our Private Wealth Management Team, including either Mark Taylan or Jeff Pietsch at (888) 452-5260.
We look forward to speaking with you soon!
Capital Advisors 360 uses a team approach to work with you and your family to develop a personalized financial and investment plan that is optimized to help you achieve your goals.
Mark Taylan CRPC
Serving greater San Fransisco is Mark Taylan, senior investment advisor and founder of our Morgan Hill office. Mark’s 20-year-plus career in financial services working with some of the largest private client offices in the industry provides him unique insights that help him assess client portfolios from an unbiased perspective. Mark graduated from the University of California at Santa Cruz with a Degree in Management Information Systems. This unique blend of Computer Science and Economics has translated well in the understanding and explanation of the financial markets. Please learn more about Mark here.
Jeff Pietsch CFA
Working closely together with Mark to oversee investment strategies is Jeff Pietsch, Chartered Financial Analyst. Jeff has worked in the active and alternative investment industry since 2001 and is Managing Director of Capital Advisors 360. Prior to forming the firm, he managed his own private investment fund and authored a popular financial education newsletter. Jeff holds an MBA in finance from Northwestern University’s Kellogg School of Management, a JD from the Northwestern University School of Law, and a BSc from Cornell University. You may learn more about Jeff here.
Investment Philosophy
CA360’s money management objectives focus on:
- Reducing account volatility so that equity may compound;
- True diversification that holds up during “black swan” events; and,
- Having a tactical understanding of the investing environment to allow bull market participation while attempting to side-stepping cyclical risks to the greatest extent possible.
Our philosophy is that only through these means can generational wealth be built and maintained. We believe that working together leveraging diversified approaches and added insights serves to improve the client experience.
355 Woodview Avenue Suite 300
Morgan Hill, CA 95037
By Appointment – Call (408) 840-1006 for Mark Taylan
Want more information? Contact our Private Wealth Management Team, including either Mark Taylan or Jeff Pietsch at (888) 452-5260.
We look forward to speaking with you soon!
Multi-Disciplinary Portfolio Approaches
CA360 provides a full suite of multi-manager, multi-discipline portfolio approaches with the goal of achieving true and robust diversification across client objectives and market regimes. We continuously track all approaches to best match which we utilize according to these two driving factors. Representative approaches we may employ for your personalized portfolio depending on your current market characteristics, and your goals and risk tolerance include:
| Passive Allocation Portfolios Longer-term “core” asset allocation portfolios utilizing a capital market assumption approach and an opportunistic re-balancing strategy. CA360 offers 8 risk-targeted models that employ low-cost, tax-efficient ETFs in ten-percent increments to stocks versus diversifying holding allocations. |
| Strategic Allocation Portfolios |
| Stra|Tactical™ Allocation Portfolios Intermediate-term, actively managed portfolios that straddle the strategic and tactical methodology lines. These multi-asset class portfolios incorporate both longer-term “core” holdings, leadership-based strategies, as well as risk management techniques. CA360 offers 2 Stra|Tactical™ models, including the Encompass Risk-Targeted and Class Tilt series. |
| Tactical Allocation Strategies Actively managed tactical portfolios designed to manage exposure to market risk and/or generate alpha via leadership strategies. CA360 offers 9 risk-managed, tactical allocation models including The Risk Manager Series (Winner of 2018 NAAIM Shark Tank Award), which is designed to stay in tune with the primary market cycle and to manage the risk of the overall environment. |
| Equity Selection Portfolios Actively managed equity portfolios focused on individual stock selection alpha. CA360 offers seven equity selection models, including:
|
| Liquid Alternative Portfolios |
| Multi-Methodology Investing™ Portfolios Portfolios utilizing a modern, multi-disciplined approach to diversification by addressing multiple investing methodologies, multiple strategies, multiple managers, and multiple time-frames – all in a single portfolio. These portfolios are typically custom designed for advisor partners. However, CA360 also offers five predesigned risk-targeted “modern” portfolio designs along the full spectrum of client risk-tolerances:
|
