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Investment management starts with a plan

Dozens of factors influence your investment management over the years. And, when you choose to invest, those factors only increase in number and in their influence upon your desired outcomes. It takes sound investment planning to succeed in navigating the financial environment year after year.

Capital Asset Management in Oklahoma City gives you a personal team of wealth managers and associates that help you oversee your finances from the planning stage, to the execution of your plan, to retirement. At each phase, you’ll receive sound guidance to help you understand your investment options and to help you make appropriate decisions for you.

Investment planning is ongoing

As you venture through various phases of life, the demands on your attention and your time shift. Work, children, family, business – all these, and more, can impact your decisions and your ability to meet your goals. Investment management is about recognizing where you are in the investment cycle – starting out, growing, stability, or retirement – and helping you determine where and when to save, to invest, to buy and sell, and to withdraw. Effective investment planning takes strategy and a close relationship with your wealth manager. Capital Asset Management has been building relationships with Oklahoma clients for years.

When starting out, we’ll consider your short- and long-term goals. We’ll help you lay the foundation for your financial future. We’ll help you determine a plan to best utilize your resources for maximum effect. We’ll help you determine your comfort level with risk and help you understand the ever-changing financial environment. We’ll help you in your pursuit of stability while keeping your goals in mind.

Begin investment planning at our OKC office today

Forbes Best-in-State Wealth Advisor

Douglas Oliver of Capital Asset Management, Inc. Recipient of the Forbes Best in State Wealth Advisor 2021 Award*

*Forbes Best in State Wealth Advisors list includes multiple recipients per state. The award is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices. The award is not based on portfolio performance or client reviews. There is no fee in exchange for rankings.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client no are they representative of any one client's situation.

https://www.forbes.com/best-in-state-wealth-advisors/#1d0d0ab6291d