How We Manage Money
Capital Strategies has developed a close working relationship with Trademark Financial Management LLC, one of CSFC’s Strategic Alliances. We do this by working together with Trademark Financial Management LLC as a team when deciding how to manage CSFC clients’ assets. We start this by creating a strategic core of assets to be held in all market situations with very modest adjustment, and then adding a more tactical overlay around it. We use mutual funds and exchange traded funds (ETFs) almost exclusively, because we are interested in obtaining the market return for specific asset classes (large capitalization stocks or investment grade corporate bonds, for example) while minimizing the specific risk of any particular company.