At Capital Fiduciary Advisors, LLC, we understand that managing wealth is about much more than just returns. True financial success is finding the path to achieving your most important goals. Whether you are an individual investor, or serve as a committee representative for an institution or organized entity, such as a charitable organization or corporation, you want to partner with a firm you can trust. That is why at Capital Fiduciary Advisors, we take our role as trusted advisor and fiduciary seriously. We are committed to our clients’ success – offering objective, strategically focused investment advice, independent thinking and superior service.

• Relationship Management
  Capital Fiduciary Advisors's core principle is to provide as much personal contact as desired. At a minimum, we conduct comprehensive, semi-annual review meetings; however, our professional team, is accessible whenever a need arises. We tailor our concierge level service to your current interests, objectives, needs and schedule. Our integrated service package and active involvement helps busy clients dramatically extend their resources and global reach.
• Investment Management
  Our philosophy is strategic wealth management through good governance. We advise and “coach” you in the critical areas of policy design, investment management, risk management, liquidity strategies, portfolio rebalancing and proper reporting. We help you define and sharpen strategic goals and investment policy, taking into consideration cash requirements, cash flows, taxes, as well as short term and long term investment expectations. We generally apply both fundamental and tactical strategies, based on changing economic conditions and your situational needs. Capital Fiduciary Advisors does the “portfolio heavy lifting”, allowing you to focus on life, family and community.  
• Asset Allocation
  The development of an appropriate asset allocation is the most important component of our institutional thinking and practice. Portfolio diversification is necessary for consistent, long term results. We use sophisticated portfolio modeling and financial forecasting technology to build portfolio allocations and rebalance accordingly. The objective of Capital Fiduciary Advisors investment allocation modeling is to generate the best risk-adjusted returns within the confines and mandates of your unique, corporate or family investment policy. 
• Manager Selection
  In depth manager search and selection is conducted on an ongoing basis, both internally and through partnerships with leading, global research firms. Capital Fiduciary Advisors and its research partners continually provide rigorous due diligence on our external, specialty manager universe. We scour the market place for talented managers in critical areas, and utilize low-cost, index products in efficient market spaces, when and where appropriate. This combination of “Core/Satellite” investing is highly effective in accessing talent in less efficient market segments, while reducing costs in efficient spaces. This blending of strategies adds value to portfolios over market cycles. 
• Performance Monitoring and Ongoing Review
  We perform comprehensive, quarterly performance measurement against industry peers and appropriate benchmarks. Both internal and externally held assets, including corporate retirement plans and 401Ks, are incorporated into performance measurement. This creates both client convenience and the proper, holistic allocation perspective. 
• Whether you are an individual investor, or serve as a committee representative for an institution or organized entity, you want to partner with a firm you can trust.

INDIVIDUALS   I  INSTIUTIONS   I  NONPROFITS

To learn more about the advantages of working with Capital Fiduciary Advisors, call John Wolff at 703-871-5961 today to schedule your complimentary consultation.

For more information, please visit our website at www.CapitalFiduciaryAdvisors.com.
 

NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE
Capital Fiduciary Advisors LLC is a Registered Investment Advisor affiliate of Access National Bank. The advisory services offered by Capital Fiduciary Advisors are not offered by Access National Bank, nor is Access National Bank a Registered Investment Advisor. The investments offered by Capital Fiduciary Advisors are not insured by the FDIC or any other agency of the government, are not deposits or other obligations of the bank and involve investment risks, including possible loss of principal.

Our Services…

Investment Planning

Investment Strategy &
Policy (IPS Design)

Goals, Objectives & Needs Analysis

Liquidity Analysis & Spending Policy Design

Current Portfolio & Peer Group Analysis

Balance Sheet Review

Investment Management

Develop Asset Allocation

Manager Search, Selection & Oversight

Performance Analytics

Customized Platform

Equities

Fixed Income/Tax Exempt

Alternative Strategies

Commodities/Futures

Real Estate

Inflation Protection

Integrated Implementation

Low Cost Transition

Timeline for Allocation Implementation

Technical Analysis/Economics

Affirm Long & Short Term Objectives/Needs

Financial Review Accounting/Reporting

Quarterly Evaluation Meetings

Consolidated
Performance Reporting

Partnership Accounting/Tax Prep Support