Welcome
Investment Management
We are investment managers first and foremost. To meet and exceed client
objectives we construct portfolios using individual stocks, foreign stocks
(ADRs), foreign and specialized exchange traded funds (ETFs) and a variety of
fixed income ETFs. We have over 20 years experience as investment
managers with the last 3 years as Cape Cod Capital Management, LLC. In an
industry where our peers do not perform any better than an unmanaged index
our complete record shows that we add value by outperforming our
benchmarks 90 percent of the time.
When clients need additional services such as legal, financial planning, or
accounting services we have established a network of referrals to form a
wealth management team.
Please contact us anytime! We look forward to hearing from you.
Investment Management
We are investment managers first and foremost. To meet and exceed client
objectives we construct portfolios using individual stocks, foreign stocks
(ADRs), foreign and specialized exchange traded funds (ETFs) and a variety of
fixed income ETFs. We have over 20 years experience as investment
managers with the last 3 years as Cape Cod Capital Management, LLC. In an
industry where our peers do not perform any better than an unmanaged index
our complete record shows that we add value by outperforming our
benchmarks 90 percent of the time.
When clients need additional services such as legal, financial planning, or
accounting services we have established a network of referrals to form a
wealth management team.
Please contact us anytime! We look forward to hearing from you.
- Fidelity Investments is the custodian for client assets
- Investment performance tracking by a 3rd party provider
- History of superior returns at below market risk
- Standard and Customizable portfolios
- Cape Cod location and nationwide service offerings
- Control of the tax implications of portfolio management
- Referrals available to other professional service providers
- Broad analytical coverage of asset classes
- Active portfolio protection against market declines
Company Overview
Cape Cod Capital Management, LLC, is a Registered Investment Advisor
with the Commonwealth of Massachusetts. We created the Company to
help its individual and institutional clients meet their financial goals by
delivering value to all investment decisions. Driving our investment results
is a unique investment process we developed for asset allocation, sector
weighting and security selection.
Cape Cod Capital Management, LLC, is a Registered Investment Advisor
with the Commonwealth of Massachusetts. We created the Company to
help its individual and institutional clients meet their financial goals by
delivering value to all investment decisions. Driving our investment results
is a unique investment process we developed for asset allocation, sector
weighting and security selection.
CFA or CFP?
The two principal designations held by professionals providing financial
advice to individuals and families at fee based firms are Chartered Financial
Analyst (CFA) and Certified Financial Planner (CFP).
The CFA is more specialized and advanced for investment analysis and
portfolio management. The CFP is a better background for overall and
comprehensive financial planning. Institutional portfolio management is
performed by people with the CFA designation.
For more information go to www.cfainstitute.org. Please see "A Comparative
Analysis of the CFA and CFP Designations."
The two principal designations held by professionals providing financial
advice to individuals and families at fee based firms are Chartered Financial
Analyst (CFA) and Certified Financial Planner (CFP).
The CFA is more specialized and advanced for investment analysis and
portfolio management. The CFP is a better background for overall and
comprehensive financial planning. Institutional portfolio management is
performed by people with the CFA designation.
For more information go to www.cfainstitute.org. Please see "A Comparative
Analysis of the CFA and CFP Designations."
Cape Cod Capital
Management, LLC
Management, LLC
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Our Latest Thinking
You can see our latest forward looking interpretation of the markets and the
economy through the following link: April 2010
You can see our latest forward looking interpretation of the markets and the
economy through the following link: April 2010