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Broker Check

Five reasons to select Captial & Security Management

  • Objectivity – We work solely in your interest. Unlike brokers, we are not driven by commissions and transaction fees.

  • Longevity – Capital & Security Management was established in 1984 and has successfully weathered a series of bull and bear market cycles.

  • Size and Initiative – Because we accept only a limited number of accounts, we are able to offer a high level of individualized service—the hallmark of our firm.

  • Competitive Edge – Based on our firm’s fee structure, tax efficiency, and personal service, Capital & Security Management offers a superior investment product as compared with mutual funds, stockbrokers, or other financial institutions.

  • Performance – Over the past seven years, in a very difficult equity environment, our composite equity portfolio has outperformed the S&P 500 Index.