Tune in for a discussion with our veteran research team to learn what we are observing and thinking.
We will examine the economic & global drivers we believe are moving the markets, and reveal what we are closely monitoring.
Friday, May 22, 4:30 PM ET
Friday, May 29, 4:30 PM ET
Please Note: This event requires prior registration.
Once registered, you will receive a calendar invite with instructions on how to join the event. Once you accept the calendar invite it will populate on your calendar.
In the calendar invite, please note the registration ID & password as you will be required to enter those when joining the meeting.
After following these steps, if you do not see the upcoming event on your calendar, please notify us at firstname.lastname@example.org.
Founded in 2004, Capital Wealth Advisors is an independent financial advisory firm serving families and entrepreneurs through wealth advisory, estate planning, and family office services. With $1.56 Billion1 in assets under management and clients in over 40 states and has achieved national recognition for its work.
Capital Wealth Advisors has been named the Fastest Growing RIA by Financial Advisor Magazine (2015 & 2017), named on Inc. 5000 Fastest Growing Private Companies in America (2017, 2018, & 2019), and named as one of Financial Times' Top 300 US Registered Investment Advisers in 2019.2
If you would like to learn more about our firm's services or speak with one of our financial advisors about a personalized money management solution, we typically work with investors with portfolios of $500,000 or more.
To schedule a free personal consultation 3 so you may fully understand the benefits that our clients receive, please complete the form.
1As of December 31, 2019, the total assets under management for CWA is approximately $1.565 billion. Please note that this number includes approximately $63 million in assets that are invested in funds managed by Fundamental Global Investors.
2From time to time, CWA may be recognized or ranked by independent third party rating services or publications, summaries of
which are included in this document. Such recognition's or rankings are generally based on information prepared or submitted by the recognized advisory firm, and are usually limited only to those advisory firms who choose to participate in such surveys. Any third party recognition or ranking that may be included in this document should not be construed as a guarantee that any client or prospective client will experience any specific level of investment performance or receive any specific level of customer service, as a result of such recognition or ranking. Furthermore, any such recognition or ranking should not be construed as an endorsement by any of CWA’s clients. As such, clients and prospective clients should not put undue reliance on any of these statements.
3 Personal consultations are available for eligible prospects only with at least $500,000 in investable assets.
CWA Asset Management Group, LLC is an SEC-registered investment adviser, doing business as Capital Wealth Advisors and as blueharbor wealth advisors. Fundamental Global Investors, LLC is a SEC-registered investment adviser that is affiliated with CWA Asset Management Group, LLC. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Nothing herein should be interpreted as investment advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Specific companies or securities described in this report are meant to be illustrative of investment style. Such case studies are not meant to be, and may not be, representative of any portfolio or holdings of CWA Asset Management Group, LLC, or Fundamental Global Investors, LLC.
Please note that past performance is not indicative of future results.
This material is solely for informational purposes. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be relied on in making an investment or other decision.