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Services

Capital & Security Management’s clients have a choice of contractual investment management arrangements: a consulting advisory account or a discretionary management account. 

Under a consulting advisory agreement, the firm assumes responsibility for the ongoing investment management of a portfolio, based on predetermined objectives, but we consult with the designated party or parties before taking action in the account. 

Discretionary management accounts receive the same ongoing portfolio management, but activity in the account is controlled solely by the firm, which acts under predetermined guidelines. To create and monitor a portfolio according to our philosophy, an account should be large enough to provide balance and to participate in all industry sectors of the stock market. We welcome your inquiries.