Our philosophy on investing is derived from the words
Take the chance to gain advantage from.
Having or showing knowledge, experience or good judgment.
“Take advantage of smart investment opportunities – Capitalwize.”
OUR INVESTMENT PHILOSOPHY
Income Producing Assets
- Cash Flow Producing Business
- Cash Flow Rental Real Estate
- Dividend Paying Stocks
- Index Funds
- Blue Chip Stocks
- Buy & Hold Real Estate
- Start-Ups / Angel / Venue / PE
- Individual Securities + Options
- Alternative Investments
- Reinvesting your core business for growth
- Equity ownership in a business that you own but don’t run day-to-day
PHASES OF WEALTH
GROW: This is the phase of time where our most important goal is to aggressively grow your wealth
USE: This is the phase in which we want to strategically use your wealth for your lifestyle needs.
PROTECT: This is the phase where we want to protect your wealth and ensure that it lives beyond you and passes to the next generation.