Capital Planning Group is a Registered Investment Advisor with a planning-focused approach to investment management. Our investment strategies are custom-designed to help our clients meet their long-term financial goals. We do not try to outperform various benchmarks; we aim to outperform client goals with the least amount of risk. We act objectively and independently and our due diligence process is extensive and ongoing. We are committed to screening, monitoring and hiring the best of investment managers. If a manager does not perform to expectations, we terminate the relationship.

We help clients develop an Investment Policy Statement, which is the foundation for all future investment decisions. It serves as a guidepost, identifies goals and creates a systematic review process. The Investment Policy Statement keeps us focused on long-term objectives during short-term swings in the market. It provides a baseline from which to measure investment performance of the overall portfolio, as well as the performance of individual money managers.