Our Services

Welcome to Capitalis, your trusted partner in smart investing. We are dedicated to providing a comprehensive suite of investment services tailored to meet your individual financial goals. Our expert team is committed to guiding you through the complex world of investments, ensuring that you have a clear path to building and preserving your wealth.

Investment Consultation

Our investment consultation service is designed for both novice and experienced investors looking for personalized advice. Our team of experienced financial consultants will conduct an in-depth analysis of your financial situation, risk tolerance, and investment objectives.

• Initial Consultation: A one-on-one meeting to understand your financial goals and discuss potential investment strategies. Price: $150
• Comprehensive Financial Review: A detailed assessment of your current portfolio, areas for improvement, and recommended investment products. Price: $500

Portfolio Management

Let our team manage your investment portfolio to ensure it aligns with your financial goals. We offer active and passive management strategies that are tailored to maximize returns while managing risk.

• Active Portfolio Management: Our team will actively monitor and adjust your portfolio based on market conditions. Management Fee: 1% annually
• Passive Portfolio Management: A more hands-off approach utilizing index funds and ETFs to achieve long-term growth. Management Fee: 0.5% annually

Retirement Planning

Planning for retirement is crucial to ensure financial stability in your later years. Our retirement planning services will help you develop a comprehensive strategy for accumulating savings and generating income during retirement.

• Retirement Needs Analysis: Assess your current savings and project future income needs to determine how much you should be saving today. Price: $300
• Retirement Fund Setup: Assistance in setting up retirement accounts such as IRAs and 401(k)s, including optimal fund selections. Price: $200

Investment Education

We believe that informed investors are successful investors. Our educational programs are designed to provide you with the knowledge and confidence needed to make sound investment decisions.

• Investment Workshops: Monthly workshops covering topics such as stock market investing, real estate investing, and understanding mutual funds. Price: $100 per workshop
• Online Courses: Access to a series of self-paced online courses covering various investment topics suitable for all levels. Price: $300 for the complete course series

Real Estate Investment Services

Investing in real estate can be a lucrative addition to your investment portfolio. Capitalis offers a variety of services to help you navigate the real estate market.

• Real Estate Market Analysis: Comprehensive analysis of real estate markets and investment opportunities tailored to your criteria. Price: $400
• Property Management Services: Full-service property management including tenant screening, maintenance, and rent collection. Management Fee: 8% of rental income

Tax Optimization Services

Ensuring that you’re keeping what you earn is vital. Our tax optimization services help you maximize your investment returns while minimizing tax liabilities.

• Tax Planning Consultation: A detailed strategy session focusing on tax-efficient investing and tax-saving opportunities. Price: $250
• Annual Tax Review: A comprehensive review of your investments and strategies for optimized tax reporting and savings. Price: $300

Wealth Management

Our wealth management services are tailored for high-net-worth individuals and families looking for a holistic approach to financial growth. We combine investment management, financial planning, and estate planning to help you grow and protect your wealth.

• Comprehensive Wealth Assessment: An evaluation of your entire financial picture, including investments, insurance, and estate plans. Price: $600
• Ongoing Wealth Management: A complete wealth management package, including regular reviews and adjustments as needed. Management Fee: 1.5% annually

Customized Investment Strategies

Your investment strategy should be as unique as you are. Our team at Capitalis crafts customized investment plans based on your individual goals, risk tolerance, and market conditions.

• Tailored Investment Strategy Development: Creation of a bespoke investment strategy crafted for your specific needs and objectives. Price: $750
• Periodic Review and Adjustment: Ongoing assessment of your investment strategy to ensure it remains aligned with your goals and market conditions. Price: $250 per review

Conclusion

At Capitalis, we pride ourselves on providing a broad range of investment services designed to empower you at every stage of your financial journey. Whether you are just starting to invest, planning for retirement, or looking for ways to grow your wealth, our team is here to help. Explore our services today and take the first step toward achieving your financial dreams.