A Complete Portfolio Solution
In a marketplace defined by incomplete solutions, Cap Six integrates the conviction of active management, the discipline of quantitative models, and the tax efficiency of direct indexing. All in one system.
The Challenge
Investors Should Not Have to Compromise
Most investment solutions force a trade-off. We believe there is a better way.
Traditional Active
Promises outperformance but often underdelivers. Plagued by high fees, style drift, manager ego, and inconsistent results.
Quantitative Investing
Brings data-driven rigor and efficiency, but often lacks transparency, hands-on oversight, and the flexibility to tailor portfolios to evolving client goals or tax realities.
Direct Indexing
Direct indexing delivers powerful tax advantages. We have also layered in continuous oversight, performance-driven stock selection, and thoughtful tax-aware transitions to keep portfolios working harder over time.
We built Cap Six to deliver what others cannot: active conviction grounded in evidence, not ego; quantitative discipline that is transparent and adaptive, not rigid; and tax efficiency that compounds over time, not fades.
How We Are Different
The Cap Six Advantage
Cap Six vs.
Traditional Active
All the conviction, none of the ego.
We preserve high-conviction stock selection while eliminating human bias. Portfolios are built through evidence-based research, not manager hunches or legacy style labels.
Cap Six vs.
Quant Models
We cracked the black box and let the light in.
Our research engine is transparent and dynamic. We apply systematic discipline but remain adaptive as data evolves, with no rigid models or blind signals.
Cap Six vs.
Direct Indexing
We kept the tax alpha, ditched the limitations.
Direct indexing captures early tax wins but lacks long-term structure. We go further by integrating continuous oversight, performance-driven stock selection, and real tax-aware portfolio transitions.
Three Priorities
Built for Lasting Performance
Cap Six delivers a complete investment solution built on three priorities that drive lasting outcomes.
Index Alignment
To maintain discipline, prevent style drift, and preserve transparent, benchmark-aware exposures.
Engineered for Alpha
Through a proprietary research engine built to uncover persistent, repeatable return drivers.
Ongoing Tax Management
Integrated across the full portfolio life cycle, from transitions to ongoing harvesting.
One Unified Approach. No Compromises.
Cap Six brings together the best of each investment approach into a single, integrated solution. Active conviction. Quantitative discipline. Tax efficiency. All working together, not against each other.
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Our proprietary platform: The Unified Investment Engine brings research, portfolio construction, and implementation together in one integrated system.