About Our Models
At CapWealth Advisors, we use four primary models in which to build our clients’ portfolios. These are Equity Income, Growth & Income, Growth and Aggressive Growth opportunities.
Most client portfolios are a combination of more than one model uniquely blended together to create a portfolio that is appropriate for each client’s risk tolerance and financial goals. Taxable and tax-free fixed income securities are added, depending on the need of each client.
Please select from the models in the illustration above to learn more about our investment strategy for each.