Asset Management

We offer a unique approach to personal asset management that combines asset allocation and risk management into a unified process.

Integrated Approach to Asset Management - The Capital Group

Integrated Approach to Asset Management

We offer a unique, integrated approach to personal asset management that combines asset allocation and risk management into a unified process.

We have changed the paradigm on wealth management and asset allocation by taking a holistic approach. For individuals who are looking for personalized, unique investment strategies with tax advantages and (in some situations) a lower cost, our program provides access to portfolio managers to help you position strategies with your investment goals in mind. Investment planning includes an examination of a client’s current assets and investment risk tolerance.

The investment analysis projects investment needs and expenses for a specified goal (e.g. retirement) and analyzes current assets designated for the specified goal. Asset Allocation analysis provides a client with various additional or alternative strategies available based on the client’s time horizon and risk tolerance. Additionally, investment planning may include simulations to determine the probability of meeting a client’s objective(s).

To learn more about our Asset Management solutions contact us or Call (301)664-4778 today.

The Capital Group

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If you're ready to develop business and financial plans that crystallize your goals and develop your future, we would be pleased to provide you with a proposal and quote for our services.


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Services We Offer

We offer dynamic solutions that help businesses worry less and grow more.

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Risk Management

We strive to understand your business and tailor the best risk-management solution to protect your company, your assets, & your employees.

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Investments

We provide the resources to manage your capital in the most efficient manner, while striving to maximize your most lucrative financial goals.

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Benefits

We customize benefits packages to fit your needs, and act as an effective incentive to attract and maintain the best talent for your company.

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Retirement

We diligently tailor your retirement plans to insure a more secure future for you, your employees, and your executives alike.

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HR Technology

Our HR management technology provides your company with the efficiency & ease of use to effectively manage your employee benefits.

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Compliance

We provides compliance services to help companies avoid audit-related financial damages. Our team can handle all DOL audit requests.

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We are here to assist you with all your risk management, investment, employee benefit, and HR technology needs.