Capitalsave Investment Partners Group is primarily engaged in the practice of wealth management through our subsidiary, Capitalsave Investments Group – an S.E.C. Registered Investment Advisor. We are dedicated to the pursuit of preserving and growing client capital, seeking rates of return appropriate with client risk level, generating ideas in accordance with client-guided plans, and endeavoring to earn your trust over time.
At Capitalsave Investment Partners, we provide capital efficient investment vehicles to our longstanding institutional insurance investors and we deploy our own capital into the insurance sector through direct equity investments, reinsurance arrangements and hybrid solutions. Our Insurance Solutions team is led by a group of experienced investment and insurance professionals. Leveraging our investment management capabilities across Capitalsave Investment Partners and Oaktree, we seek to match long-duration liabilities with portfolios of high-quality investments to generate attractive, risk-adjusted returns for us and our partners.
Active Investment Management
Our experienced team actively manages investments to take advantage of opportunities as financial markets and economic trends evolve. While our focus is generally on the “Value” and “Growth-at-a-Reasonable-Price (GARP)” approaches to investing, we build diversified portfolios utilizing multiple styles and asset classes.
Client investments typically include a combination of equities, fixed income, various types of funds, and ETFs. While one of our goals is to maximize growth while minimizing volatility, we seek to align our investment solutions to the ever-changing marketplace and our clients’ dynamic investment objectives.
Alignment of Interest, Independent & Objective.
Our Registered Investment Adviser strives to be transparent in both our fees and our investment process. Our first priority is simply to help our clients achieve their financial goals, and our approach establishes a clear relationship, whereby our success is aligned with our clients’ success.
We attempt to use objective research in securities selection – taking into account many sources of data and perspectives when creating client portfolios.