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“If you can’t measure it, you can’t manage it.”
We work closely with clients to develop a coordinated and intentional asset management plan, through five critical steps.
Capital Wealth Management is an independent Registered Investment Advisor with deep retirement plan expertise. We only represent the Retirement Plan Trustees and their Employees through our consulting process. We use our independence and objectivity to help Retirement Plan Trustees reduce risk, lower costs and improve investment offerings. Your trust is our guide, we stand behind our work. Our consulting agreement acknowledges in writing our role as a Section 3(21)c Investment Fiduciary.
To get to the heart of the matter, Investment managers can be compensated in two ways. They can be compensated as the result of a transaction, or they can be compensated via a fee schedule, regardless of any transaction taking place.