Client Satisfaction

Client Satisfaction

CapWealth Advisors‘ latest Client Satisfaction Survey was conducted in 2015 and sent to every client for which we have an email address. The survey’s overwhelming positive responses were very consistent with past surveys:
  • 99% of respondents are satisfied in general with CapWealth Advisors
  • 100% rate our responsiveness to their needs as excellent or good
  • 100% rate our service as excellent or good
  • 92% are either satisfied or strongly satisfied with their portfolio performance based on their risk tolerances and considering the general state of the market
  • 97% either strongly agree or agree that their goals and objectives are clearly understood by their advisors
  • 98% rate the quality and frequency of our communication with them as excellent or good
  • 89% find our services superior to firms they’ve used in the past and/or are familiar with