A+
Positive customer experiences with Capital Asset Management focus on the tailored personal service provided by the advisors. Clients express satisfaction with the firm's ability to manage expectations and clarify financial goals. Notable positive aspects include efficient and friendly communication, transparent fee structures, and a thorough review process. The investment stewardship and competitive remuneration methodology are also well-received. Clients feel that their financial well-being is in capable hands, as advisors do not merely sell products but offer sound guidance and encourage informed decision-making. Moreover, clients appreciate the sense of security and peace of mind that comes from knowing their finances are being managed professionally.
Previous experiences with financial advisers had made us very cynical but Don, Elliott and the team at Capital have proved to be a very welcome change. They quickly built our trust with their thorough understanding of our needs, pro-active approach, detailed follow up and friendly style. They are highly responsive if you have any questions and always efficient. We also appreciate the transparency of Capital’s charges and feel confident that our relationship will be long-standing.