Investment Process4 min
Direct Indexing Was a Step Forward. We Kept Walking.
When we built Cap Six, the goal was not to chase trends; we just wanted to build a better way to invest.
Jeff JorgensenNov 6, 2025
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Investment Perspectives
Insightful commentary and strategic viewpoints for advisors, allocators, and sophisticated investors navigating today's markets.
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One Process. Three Priorities.
A Smarter Solution.
A Smarter Solution.
Investment Process6 min read
The Cap Six Approach
One Process. Three Priorities. A Smarter Solution. Solving the Incomplete Equation of Equity Investing.
Cap Six•Nov 6, 2025
ReadTeam Announcement
Expanding Our Leadership
Expanding Our Leadership
Company News3 min read
Dana Erikson Joins Cap Six as EVP, Portfolio Analytics
Cap Six Advisors today announced the appointment of Dana Erikson as Executive Vice President, Portfolio Analytics.
Cap Six•Oct 9, 2025
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Showing 9 of 9 articles
Investment Process6 min
The Cap Six Approach
One Process. Three Priorities. A Smarter Solution. Solving the Incomplete Equation of Equity Investing.
Cap SixNov 6, 2025
ReadMarket Commentary5 min
From DeepSeek to Fermi: How to Keep Your Wits with AI Narrative Whiplash
Eight months. That is how long it took for the dominant AI narrative to swing from one extreme to the other.
Jeff JorgensenOct 16, 2025
ReadCompany News3 min
Dana Erikson Joins Cap Six as EVP, Portfolio Analytics
Cap Six Advisors today announced the appointment of Dana Erikson as Executive Vice President, Portfolio Analytics.
Cap SixOct 9, 2025
ReadInside Cap Six6 min
Two Years Live. Decades in the Making.
What you see in our results is not just 24 months of performance, it is the culmination of five years of relentless building.
Jeff JorgensenJul 16, 2025
ReadMarket Commentary7 min
AI Is Real. Here Is What It Means for Investors.
With the QQQ up over 30% since its post 'Liberation Day' low, it feels like the right moment to share some thoughts on AI.
Jeff JorgensenJul 1, 2025
ReadInside Cap Six10 min
What Drives Us: The Purpose Behind Cap Six
At Cap Six, our mission is simple: deliver active equity strategies that are built to compound wealth over time.
Cap SixMay 21, 2025
ReadInvestment Process5 min
The Virtues of Great Investors
Jason Zweig's timeless framework for investment success and how it shapes our approach at Cap Six.
Jeff JorgensenAug 8, 2024
ReadInside Cap Six5 min
The Cap Six Story
From a bold idea to an SEC-registered investment adviser, here is how Cap Six came to be and where we are headed.
Jeff JorgensenMay 15, 2024
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