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

Second Quarter 2019 Letter to Clients

Each point in the ups and downs of the market has its own emotional challenges for long-term investors. The inevitable downturns like we saw in 2018 require that we muster our intestinal fortitude and avoid the temptation to flee to cash. In times of extended market...

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First Quarter 2019 Letter to Clients

After a turbulent end to 2018 sent stock indices around the globe into bear market territory, equities staged a big recovery in the first quarter of 2019. For the quarter, the S&P 500 index gained 13.65% and was within a few percentage points of its record high....

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Fourth Quarter 2018 Letter to Clients

Stocks around the globe experienced a significant decline during Fourth Quarter 2018, a trend that began in October and accelerated rapidly in December. The downturn was widely attributed to the prospect of continued higher interest rates, ongoing tensions in the...

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