Our highest priority is to create value for our clients by offering the
following comprehensive Services and Products:
SERVICES
• Financial planning
• Portfolio analysis
• Monthly Income Programs
• Investment management
• Retirement services
• 401k’s
• IRA’s
• Company pension plans
• College funding strategies
• Charitable gifting
• Wealth Estate Planning
PRODUCTS
Stock
Bonds
Government Securities
Etf’s Exchange Traded Funds
Annuites
Life Insurance
Disability Insurance
Health Insurance
Long Term Care Insurance
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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