Our Services

We currently offer our services to (1) individuals and families, (2) retirement plan service providers (RPSPs), (3) trustees of irrevocable trusts, and (4) both for-profit and not-for-profit institutions. Our services are offered through two programs:

• Wealth Management services, which encompasses all aspects of the client's financial life, including investment management, financial planning, tax planning, estate planning and insurance recommendations, and addresses other areas of financial concern.

• Financial Planning / Investment Advisory services to select clients for a fixed fee or on the basis of hourly fees.

How Do We Add Value to You?

• We act as trusted, caring, professional advisors who strictly adhere to a Fiduciary Standard and act in your best interests at all times;

• We discern investment and portfolio management strategies which stand the test of time, focused on achieving less volatility and combating inflation;

• We seek to substantially reduce "total fees and costs" associated with the receipt of investment advice and products;

• We seek to substantially reduce the various forms of investment risk, including specific company risk, manager risk, and specific industry/sector risk;

• We seek to take advantage of opportunities presented by tax law, to save income taxes (and other forms of taxes) over the long term;

• We counsel you to adhere to the discipline required for long-term equity investment success, to help mitigate the inherent emotions in investing, and to provide you with peace of mind.

Can the Power of Joseph Help You?

Our "Best of Breed" Investment Philosophy. Joseph Capital Management, LLC provides arguably the most advanced investment strategies and tax-efficient portfolio management around. We combine several methodologies in order to offer what we feel is a "best of breed" approach. These include Modern Portfolio Theory, the Fama/French Three Factor Model, and the Institutional Approach. Together, these strategies help form our overall investment philosophy and shape our global strategic asset allocation recommendations, our specific investment choices, and the overall management of our clients' investment portfolios.

Available Comprehensive Services. Once each client's Investment Plan is implemented, a new client is generally WOWED! We take the time to prepare and explain a well-researched plan for our clients so that they become partners in the investment process. Our available services go far beyond smart asset management. Once we have a solid foundation in place, we can make real progress on all the other really important planning issues at hand - and be certain you enjoy life. Our expert team members include CPAs, attorneys, an economist, a former trust officer, and many others dedicated to serving our clients' needs.

For More Information...

For more information on our service offerings and our advisors, please refer to our ADV Part II brochure.