Capital Advisors, INC.

Capital Advisors offers investment advisory services through portfolio management teams. They consult with clients to understand their goals, develop asset allocation plans, implement investment strategies, monitor investments, and report portfolio information. Capital Advisors also provides comprehensive financial planning services, advising on college funding, estate planning, tax planning, insurance, asset allocation, retirement planning, and investment selection. They may recommend third-party investment managers and consult on tax matters.