Our Guiding Principles

Our Guiding Principles

CapWealth Advisors is built around the following core beliefs:

  • We believe in giving our clients the most accurate, transparent, honest, and thorough financial information concerning their accounts through our Provable Integrity™ process
  • We believe that wealth should enhance our clients’ lives
  • We believe in providing our clients with the best wealth and investment management counsel that we can
  • We believe in protecting and growing our clients’ assets
  • We believe in providing integrated investment strategies that meet all of our clients’ needs
  • We believe in incorporating thought into our investment philosophy instead of simply relying on Modern Portfolio Theory
  • We believe in and practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global markets landscape and boiling it down to high-quality, straightforward investment ideas
  • We believe in bringing our clients comprehensive solutions to their financials instead of cookie-cutter answers
  • We believe in using the best technology to stay on the cutting edge