Leading You to a Better Way.

Our Core Belief

There is a better way to invest; one that puts you – the client – first, and applies a disciplined philosophy to achieve your financial goals.

Your financial journey begins with a clear roadmap, a customized plan to get you where you want to be.

For over 30 years, we’ve guided clients like you through life’s twists and turns, always providing a steady hand on the wheel.

Wherever you want your journey to lead, you can trust that Capital Directions knows the way.

A Better Way to Achieve Your Financial Goals

Our consultative, client-centric approach is designed to map out your financial goals and lay out a long-term investment plan to get you there.

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A Better Way to Do the 401(k)

Smart investing is critical when your employees’ retirement is at stake. Capital Directions understands the importance of offering a retirement plan that inspires confidence and keeps costs low.

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A Better Way to Run Your RIA

If you’re an independent financial advisor who wants to spend more quality time with clients and less time managing day-to-day administrative tasks, Capital Directions can assist you with a full range of back-office support and portfolio management services.

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Capital Ideas

Third Quarter 2018 Letter to Clients

After regaining their all-time highs over the summer months, stocks saw a resurgence of volatility in the beginning of October. The downturn was widely attributed to rising interest rates, as the yield on the benchmark 10-year Treasury note surged to 3.25% for the...

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Second Quarter 2018 Letter to Clients

Market pundits have spent a great deal of time the past three decades endlessly debating the merits of “active” vs. “passive” investing. At its core, the argument can be distilled down to this: Is it better for investors to employ elaborate strategies to try and...

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First Quarter 2018 Letter to Clients

January saw the stock market continue its rapid surge upward, but the party did not last long on Wall Street. Volatility returned to the market in a significant way by the end of the month, and stocks have whipsawed up and down ever since. Not surprisingly, the media...

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