Cape Ann Capital
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
13 Woodcrest Rd, Manchester, Massachuset...Phone Number
(978) 254-5841Website
www.capeanncapital.comRevenue
<$5 MillionIndustry
About Cape Ann Capital
Cape Ann Capital is an independent fee-only financial advisor located in the Boston area, utilizing technology and experienced investment professionals to enhance decision-making. The firm aims to deliver financial results that exceed the performance of index funds, targeting to rank client performance in the top 20% of investors with similar asset allocations. Since its inception in 1999, Cape Ann Capital has focused on creating risk-sensitive investment portfolios and emphasizes the importance of mutual funds for their unique benefits. Their philosophy centers on guiding clients through the complexities of investing, ensuring that advice aligns with evolving client needs.Explore more
Cape Ann Capital Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1986
JF
Jonathan FairchildExecutive Vice President & Director, Financial Consulting & Business Development Principal
Cape Ann Capital Tech Stack
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Cape Ann Capital is an independent fee-only financial advisor located in the Boston area, utilizing technology and experienced investment professionals to enhance decision-making. The firm aims to deliver financial results that exceed the performance of index funds, targeting to rank client performance in the top 20% of investors with similar asset... Read More
