Long-only, public equities
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Separately managed accounts
|
Low account minimums
|
Majority women-owned
|
Long-only, public equities | Separately managed accounts | Low account minimums | Majority women-owned |
Who We Are
Our Core Principles
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Our role is to complement your broader financial strategy, aligning with your unique needs, priorities, and long-term objectives.
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We leverage advanced datasets, proprietary technology, and a deep understanding of evolving markets to create adaptive investment strategies that evolve with changing conditions.
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Maximizing conviction through merit-based measurement and rigorous research, our approach uncovers investment opportunities often overlooked by others.
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Portfolio risks are aligned with client objectives by applying sector and risk factor constraints to maintain balance and consistency.
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A structured approach seeks to provide portfolio-wide risk controls, addressing exposures and inefficiencies beyond simple index replication.
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A disciplined, repeatable process focuses on data-driven decision-making, continuously improved to adapt to evolving markets and enhance client outcomes.
Our Team
The Cap Six leadership team brings decades of senior-level experience in private investment roles, boutique firms, and large asset managers. These diverse backgrounds shaped our belief in the need for a more innovative, data-driven investment process designed to improve outcomes while maintaining exceptional client service. Driven by a shared commitment to innovation, we combine proprietary technology with disciplined execution to pursue better outcomes and deliver an exceptional client experience.
Founder and Chief Executive Officer
Chief Investment Officer and Portfolio Manager
Chief Operating Officer
Chief Growth Officer and Client PM
Our Clients
Cap Six works with high-net-worth individuals, financial advisors, and institutional allocators to help them achieve their financial goals through tailored investment strategies. We provide data-driven solutions focused on long-term growth, risk-aware management, and disciplined oversight.
High-Net-Worth Investors
Affluent individuals and families seeking strategic investment solutions focused on long-term wealth preservation, growth, and tax-efficient outcomes.
Financial Advisors
Advisors and wealth managers seeking differentiated investment strategies to complement asset allocation frameworks and drive successful client outcomes.
Institutional Allocators
Family offices, endowments, foundations, and other institutional investors pursuing long-term capital appreciation through thoughtfully managed, risk-aware strategies.
Cap Six Perspectives
Sign up for thoughtful investment perspectives designed for sophisticated investors.
