Provable Integrity™ & the Global Investment Performance Standards (GIPS®)

Provable Integrity™ & the Global Investment Performance Standards (GIPS®)

Provable Integrity™

Provable Integrity™ is not just a way of doing business—it’s our philosophy. CapWealth Advisors believes you deserve comprehensive, transparent reports that provide a clear understanding of your returns and the costs of your investments. Provable Integrity™ is a portfolio-aggregation and -analysis service that provides our clients with a consolidated, accurate, easy-to-understand picture of how their investments are performing. By building a legacy of data that covers the financial history of your family, we can provide a transparent, all-inclusive view of your net worth.

This clarity in reporting will enable you to make potentially more informed decisions and give you confidence about your financial future. It’s part of our goal to ensure that every investor can understand their investments’ performance in relation to appropriate benchmarks—and to an audited certainty. (To read a recent Wall Street Journal article featuring our firm’s Provable Integrity™, click here.)

GIPS® Compliance

CapWealth Advisors holds ourselves to a higher ethical standard and operates more efficiently and with better internal controls than many other firms. How can we make such claims? Because we comply with a rigorous set of performance-reporting guidelines called Global Investment Performance Standards—or GIPS®.

About GIPS®

    • GIPS® standards are broadly accepted and endorsed by investment management firms worldwide
    • Participation in GIPS® is voluntary and regulators do not require investment management firms to follow it, signifying that those firms who undergo this process are truly committed to reporting and performance excellence
    • GIPS® compliance indicates that a firm adheres to the overall guiding principles of the GIPS® standards: fair representation and full disclosure of a firm’s investment performance
    • When comparing the results of multiple GIPS® compliant firms, an investor can be confident that results were calculated and presented by firms using the same methodology

The following is a statement verifying CapWealth’s GIPS® compliance standing:

CapWealth Advisors, LLC, is an independent registered investment adviser. CapWealth Advisors, LLC, claims compliance with the Global Investment Performance Standards (GIPS®). To receive a list of composite descriptions of CapWealth Advisors, LLC, and/or a presentation that complies with the GIPS® standards, contact Ryan Hitt at rhitt@capwealthgroup.com.