OUR ADVANTAGE

We cannot control the returns that the markets give us, but we can help control what risks we are willing to accept. Having systematic investing rules allows us to ignore market volatility and not succumb to emotions that cause buying and selling at inopportune times.

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Innovative

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Charles Capital feels it has found that the key to investing success isn't finding an advantage. It's having a sustainable advantage. Our investment approach has optimized rigorous academic research for real world trading. We develop your investment strategy based upon the objectives stated during your consultations. 

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Revolutionary

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Charles Capital provides complimentary guidance on common financial planning topics because we believe everyone should be educated on them without cost. We believe if an advisor was truly acting as a fiduciary, this guidance would be nearly the same, offering no competitive advantage.