Cape Ann Capital, Inc.

EST. AUM
$193,009,183

CONTACTS

CLIENT ACCOUNTS
549

Firm Details

Metro area Boston
CRD Number 128942
Website capeanncapital.com
Client types

Overview

Cape Ann Capital, Inc. is an SEC-registered, independent fee-only financial advisory firm founded in 1999. The firm separates itself from conventional wealth practitioners through its rigorous implementation of advanced benchmarking and quantitative models pioneered by Nobel Laureate Professor William F. Sharpe. Operating strictly under a fiduciary standard as a specialized "manager of managers," Cape Ann Capital avoids selecting individual stocks or corporate bonds. Instead, the firm deploys proprietary mathematical frameworks to constantly evaluate every mutual fund and ETF in the nation, isolating and integrating elite, active fund vehicles that consistently demonstrate historical outperformance over their precise style benchmarks net of internal expenses.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cape Ann Capital, Inc.

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