At Capital Directions, our core belief is that there’s a better way to invest — one that puts our clients first. That means prioritizing their interests, helping them achieve their goals and ensuring they stay on the path to a more secure financial future.
But what does this look like in practice? What makes our financial advice different? It starts with our fee structure, which aligns our interest. When you do better, we do better. When we go through a market downturn like the one we are experiencing this year, our fee revenue declines as your assets temporarily decline. Capital Directions doesn’t sell annuities or any proprietary products, nor does our team accept commissions or revenue sharing payments. We recommend only diversified portfolios that include low-cost, asset class specific funds and ETFs.
“Unlike a lot of firms that incentivize certain investment strategies, our only incentive is to help you achieve your goals,” says Michael Bork, CFP®, Relationship Manager. “In industry terms, it means we choose to act as a fiduciary, but at the end of the day, when you succeed, we succeed together. That’s what drives us, and that’s what makes our advice different.”
Everyone at Capital Directions values our investments in personal relationships above any financial investment on paper. Whether it’s the way we work together as a team or the way we interact and get to know our clients as individuals, these relationships form a strong foundation — one that gets us through even the most challenging times.
“From the beginning, we’ve wanted Capital Directions to be different from other firms,” says Dennis Covington, CFP®, CEO. “Different in how we treat our clients, different in how we work with each other, and different in the results we achieve.”
Looking to the future, the best way to continue putting our clients first is to anticipate potential challenges and prepare to address them in advance. From ongoing market uncertainty to new rules and regulations, or even major events in the lives of our clients, our team is always ready to act in our clients’ interest first.
To learn more about what sets Capital Directions apart, click here