OUR RELATIONSHIP
Honesty, Integrity and Trust
We've modeled our approach on the success of Warren Buffett's early partnerships, including his fee structure. Like Buffett, we believe that separately managed accounts (SMAs) offer a better investment experience compared to co-mingled funds with lockup periods. SMAs benefit from the latest technology and provide greater client control.
Client Ownership and Control
At CapitalAlphabet, we prioritize your ownership and control. All investment accounts are held directly in your name, providing you with full real-time transparency. You have access to customizable reporting and the power to make informed decisions about your hard-earned assets.
Mutual Trust, Not Lockups
We believe in building trust with our partners, not restricting them. We avoid lockup periods and other legal limitations. A strong foundation of mutual trust and shared goals is what truly underpins our partnership with you.
It's all about long-term
Our investment philosophy prioritizes long-term growth. We recommend clients invest with a minimum 5-10 year horizon to maximize the potential of our strategy. We're committed to outperforming the market over time, and we invite you to join us on this journey with a shared commitment to long-term success.We obsess over our process! click for details..