Investment Styles

Actively Managed:

With our Actively Managed trading strategy, our Senior Portfolio Managers frequently monitor and actively buy and sell market leading positions. With consistent daily research on overall market conditions, economic factors, and technical charting of individual positions, our Senior Portfolio Managers use a Smart Money style, frequently allocating money to the top performing sectors.

Passive Investment:

With our Passive Investment strategy, the Capital CS Group utilizes a variety of low-cost Exchange Traded Fund (ETF) portfolios that are diversified based on client risk and long-term planning goals. Our Passive management approach aims to generate similar returns as the chosen index, but at a lower cost than active management. We believe proper diversification in a passive investment strategy, will help you to hit and achieve your financial goals with less risk.

Self-Directed Advisor Guided:

With our Self-Directed Advisor Guided Trading strategy, we are transforming the personalized investing experience by offering you helpful guidance, insights and tools to confidently put your investing ideas into action. Our Portfolio managers provide you access to financial planning and dynamic insights into how your investments are doing with each quarterly review.

Self-Directed:

With our Self-Directed Advisor Guided Trading strategy, we are transforming the personalized investing experience by offering you helpful guidance, insights and tools to confidently put your investing ideas into action. Our Portfolio managers provide you access to financial planning and dynamic insights into how your investments are doing with each quarterly review.

Next Step

The Capital CS Group will work with you to create a personalized investment style. To get professional advice on Investing Your Way, contact us today.

Need help with your trading strategy?
We want to help.





Would you like a phone call, email, or mailed packet?


If you would like an information packet mailed to you, please include your address below.