At Capital Asset Management, our commitment to individual service is at the heart of what we do. We always put the client’s interest first. We strive to deliver excellent customer service and positive financial results.
All client information is kept confidential and secure. Your financial reports are delivered to you as you prefer. You have access to your account information online daily, and reports are delivered monthly or quarterly online or in paper form. Monthly statements, market updates and quarterly reports are presented in a clear, understandable form. Year-end tax reports are also provided. We clearly explain your investments and your results and disclose all that we do. We do not charge commissions so our interests are aligned with our clients’ needs.
We provide clients with retirement and estate planning, and also offer investment portfolio reviews and complete financial planning analysis included in our fee based service. In addition, we advise clients when making financial decisions concerning interest rates, loans, taxes on investments and mortgages. We assist business owners with the appropriate retirement plans.
We have a dedicated team to assist you with any financial transactions you may need. Our team is available during normal business hours, and we can be reached easily outside of normal business hours 24/7 via cell phone and email.
Most brokerage firms represent larger institutional interests. At Capital Asset Management we ONLY represent your interests.
Investment Advisory Services offered through SCF Investment Advisors, Inc., 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 – Telephone: 800.955.2517 – FAX: 559.456.6109. SCF Investment Advisors Inc. and Capital Asset Management, LLC are independently owned and operated.
Capital Asset Management, LLC and SCF Investment Advisors, Inc. do not offer tax or legal advice. Please consult your CPA or Attorney for more information.
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