Capital WealthCare Advisors, L.C.
Capital WealthCare Advisors, L.C. serves clients in Wichita, Kansas and the Midwest. As a Registered Investment Advisor, we provide fee-only investment management to individuals, families, professionals, small business owners, qualified retirement plans, not-for-profits -- anyone with a desire to pursue long-term financial objectives.
Offering an advisor relationship built on personal trust achieved through demonstrated, Capital WealthCare Advisors, L.C. has created a place where the processes are understandable, where the complexities of investing and wealth strategy are explained, where our clients gain understanding. This is evidenced in our Core Values:
- Providing a fiduciary standard of care for you
- Focusing on your goals
- Establishing consistency through your investment policy statement
- Delivering strategies based on the latest academic research
- Implementing a passive investment approach to save you money
- Identifying your ability, willingness and need to take risk
- Proactively pursuing tax management to save you money
- Offering you our institutional level of fixed income investing
- Ensuring open communication with you
- Fostering education and understanding for your benefit
- Managing for multiple types of risk to reach your goals
- Incorporating targeted advanced planning as it applies to you