Private Capital Advisors

Our Investment strategy

We typically achieve our client’s investment goals through the use of: equities, bonds, equity derivatives (options). 

We take a practical, logical, and long term thinking approach and therefore trend towards a more value and growth at a reasonable price approach (GARP).

We invest around a total return formula, as we believe that it gives us the best combination of safety and growth.  

When selecting companies, we do so on a risk reward basis; where the potential upside is coupled with the least amount of downside risk-to-capital.  

We believe in strong cash flows, weathered management teams, returns on invested capital and relevant products.  In combination, these qualitative parameters serve as a key part of our risk management process and company selection process.
 

Investment goals

Setting goals is a personal exercise and we believe constructing a portfolio around such goals is a very important component of long term success.  Private Capital Advisors, Inc., provides a very unique experience for clients whom are looking for personalized investment strategies to fit their long term investment and retirement goals.

Investment Philosophy

We are more than financial counsel. Our clients are valued relationships with whom we share the knowledge of generations. Our superior level of attention is the model upon which Private Capital Advisors has based our service.