Capital Portfolio Management

We help individuals looking for a trusted financial advisor and to achieve their financial goals. We treat our client’s money with the same care and respect as we would our own.

Capital Portfolio Management

We help individuals looking for a trusted financial advisor and to achieve their financial goals. We treat our client’s money with the same care and respect as we would our own.

Capital Portfolio Management

We help individuals looking for a trusted financial advisor and to achieve their financial goals. We treat our client’s money with the same care and respect as we would our own.

Serving clients through trusted accountability

Planning

We’ll discuss your goals to create the best path to your future success.

Investing

The easy part is investing; the hard part is aligning risk tolerance to avoid emotional decisions.

Adapting

Life is constantly changing, and we must stay adaptable and vigilant to succeed.

Succeeding

Success is personal. We are here to help our clients achieve success, but it requires a strong partnership.
Individuals concerned about their financial future
Individuals who want to create a plan and take action
Individuals willing to adapt their plan and goals as markets evolve

Who we serve

We make our client’s money work as hard as they do.

Ways we can help

This list features some of the most common obstacles our clients ask us to assist them with. For tailored advice, please reach out to us.

When should I start taking Social Security?

What pension option should I choose?

How much can I withdraw from my 401(k)?

Should I consider converting some of my money to a Roth IRA?

Will I run out of money in retirement?

What taxes will my beneficiaries have to pay?

Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab

Jared Rand

Senior Vice President, Wealth Advisor
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Qualifications & Experience

  • BS in Business Administration, Emporia State University - Kansas

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