How do you want to invest your money? Are you more interested in growth? In protecting what you have? A mix of both? Do you have a strategy to invest, or do you want to "set it and forget it" and leave it to professional fund managers to make the decisions for you?
Whatever your strategy, Capital Estate Planning has a solution that will fit you! From Portfolio Funds that provide incredibly diverse investments based on your personal Risk Tolerance, to Target Date Funds that automatically get more conservative as you get older, as well as individual fund choices for specific markets, you have access to a rich depth of choices.
Capital Estate Planning has a wide and varied number of products available to round out your investment portfolio. Here, we provide detailed information about more than 44 investment funds from 16 companies available to you.
We know that sometimes the fund descriptions can be confusing, that's ok! Contact us, we are happy to help explain all these details.