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CapSouth Partners is a financial services firm committed to helping our clients improve and fulfill their long-term financial strategy. CapSouth is an independent, Registered Investment Advisor (RIA). As a Registered Investment Advisor, we are required to act in a fiduciary capacity or, in other words, in the best interest of our clients. We embrace and promote this standard for all firms providing investment and financial planning.
Another quality that we feel is essential to clients and prospects is our integrity and unbiased advice. We believe that it is extremely important that the client's interests and our interests be aligned. Our services are generally offered under fee-based programs with fees disclosed to the clients. If a conflict of interest occurs, it is disclosed to the client.
CapSouth has developed a statement of the core beliefs that provide the foundation for our work. It is our thought that a client should know the beliefs that drive our decisions and should determine if theirs are compatible with ours. Our primary belief is that all clients should establish long term goals and objectives and should stay focused on accomplishing those goals over time.
CapSouth is a firm; everyone works together for the benefit of our clients. As a firm, we have placed a high priority on assembling the expertise necessary to offer high quality, professional services. Various members of our firm hold the CFA, CFP®, JD, AIF®, CPA, and CLU designations.
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