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  •  Tel: (916) 570-6000

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Investments

When exploring the world of investments, it’s important to gain a broad perspective of the various types for a clear understanding of how each of them can work towards achieving your objectives.
Each has its own investment characteristics which, when applied individually, may not be appropriate for your financial profile; however, when they are strategically combined in a portfolio, they can work in concert to meet your investment objectives within your risk parameters. 

It is, therefore, important to consider all investments in light of your specific objectives and risk tolerance.

  • Investments for Growth Stocks
  • Equity Mutual Funds
  • Index Funds
  • Investments for Income
  • Government Securities
  • Corporate Bonds
  • Bond mutual funds
  • Hard Assets

All of these investments entail market risk which means there is always the possibility of selling an investment for less than its purchase price. Investors should fully understand their own tolerance for risk and should only consider investing as a long-term proposition. Market risk can be reduced through a well-conceived, broadly-diversified investment strategy consisting of multiple asset classes. Working together, we can help you identify your investment objectives and risk profile in order to create a customized, long-term investment plan.

Contact us today to learn more about our personalized investment services.

Services

  • Overview
  • Investments
  • Insurance
  • Retirement Planning
  • Managing Your Finances
  • Asset Allocation
  • Business Succession Planning
  • Charitable Giving

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1540 River Park Dr Suite #107
Sacramento, CA
95815 United States

  •  Tel: (916) 570-6000
  •  Admin@CapitolPlanningGroup.com

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

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