Capital Asset Management

Capital Asset Management at 1000 Potomac Street NW Suite 300 is a financial services and investment management firm in Georgetown’s waterfront commercial building, providing the investment management, the financial planning, and the wealth management services that the Georgetown professional and investor community uses for the professional management of the investment portfolio and the comprehensive financial plan. The Georgetown and Washington professional market for the investment management and the wealth management services is shaped by the specific wealth characteristics of the Washington professional community: the federal government senior official whose government salary and the pension create the specific retirement planning situation, the Georgetown lawyer or the Washington consultant whose income is high but the variable, and the Georgetown technology and the healthcare executive whose equity compensation creates the concentrated position risk that the wealth management strategy must address.

The investment management service that Capital Asset Management provides typically involves the construction and the management of the investment portfolio that implements the client’s specific asset allocation, the tax efficiency strategy, and the income generation requirements. The Georgetown client who has accumulated the investment portfolio through the career’s savings and the equity compensation uses the investment manager to maintain the portfolio’s alignment with the investment policy statement while managing the behavioral tendency to react to the market’s short-term fluctuations.

The financial planning services at the firm address the comprehensive financial picture: the Georgetown client’s insurance needs, the estate planning coordination with the Georgetown estate attorney, the tax strategy that the investment and the income situation requires, and the retirement income projection that establishes the sustainability of the Georgetown client’s lifestyle in the post-career period.

Hours run Monday through Friday at the Potomac Street waterfront commercial address. The Capital Asset Management firm at 1000 Potomac Street NW Suite 300 provides the Georgetown and Washington professional investor with the investment management services from the Georgetown waterfront commercial building address. The investment management relationship that the Capital Asset Management provides typically involves the quarterly review meeting in which the portfolio’s performance is assessed against the benchmark and the client’s return objectives, and the ongoing portfolio management that adjusts the allocation in response to the market conditions and the client’s evolving financial circumstances.

The Georgetown waterfront commercial address at 1000 Potomac Street NW, in the building that also houses the Georgetown Heritage nonprofit and the other Georgetown waterfront commercial tenants, provides the investment management firm with the Georgetown waterfront professional address that the financial services practice uses for the client relationship. Hours run Monday through Friday. Capital Asset Management at 1000 Potomac Street NW Suite 300 Georgetown provides the investment management and the financial planning services for the Georgetown and Washington professional investor from the Georgetown waterfront commercial building. The investment management firm serves the Georgetown client with the portfolio management and the wealth planning that the Georgetown professional investor uses for the long-term financial objective achievement. Hours run Monday through Friday.