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Broker Check

The Keys to C&SM’s successful portfolio management

  • We offer a balanced portfolio of stocks and bonds tailored to the client’s risk tolerance.

  • Our firm conducts thorough quantitative and fundamental analyses to select conservative stocks for the long-term approach.

  • We believe in diversification. We balance our portfolios across all major industry sectors.

  • Capital & Security Management actively manages your portfolio through rebalancing stock and bond allocations, industry sectors, and value and growth stock weightings