Capital Income Management
Capital Income Management
Capital Income Management
“We have found that active portfolio management of these two mostly passive investment classes offers the best strategy to achieve long term portfolio growth”
– Douglas Albo on ETFs & CEFs
Capital Income Management
“We have found that active portfolio management of these two mostly passive investment classes offers the best strategy to achieve long term portfolio growth”
– Douglas Albo on ETFs & CEFs
Capital Income Management, LLC (CIM) is an investment advisory service established in 2009 and based in Portland, Oregon. Prior to conducting business in any other state, the firm will ensure that all licensing requirements or exemptions from licensing are met. CIM was founded after the financial crisis of 2008 with the philosophy that capital preservation is paramount to the client’s interest as is high income from investments. Through a rigorous evaluation of diversified securities, we have found that high income and growth can be achieved with manageable risk. Our goal for clients is to realize steady outperformance of the market indices year in and year out. To learn more about CIM including fees, services and other disclosures, please review our ADV brochure here.
Douglas J Albo is CIM’s Principal and Portfolio Manager. Mr. Albo has been a financial advisor for over 16 years, first with Smith Barney in San Francisco and then with Morgan Stanley also in San Francisco.
Capital Income Management, LLC (CIM) is an investment advisory service established in 2009 and based in Portland, Oregon. Prior to conducting business in any other state, the firm will ensure that all licensing requirements or exemptions from licensing are met. CIM was founded after the financial crisis of 2008 with the philosophy that capital preservation is paramount to the client’s interest as is high income from investments. Through a rigorous evaluation of diversified securities, we have found that high income and growth can be achieved with manageable risk. Our goal for clients is to realize steady outperformance of the market indices year in and year out. To learn more about CIM including fees, services and other disclosures, please review our ADV brochure here.
Douglas J Albo is CIM’s Principal and Portfolio Manager. Mr. Albo has been a financial advisor for over 16 years, first with Smith Barney in San Francisco and then with Morgan Stanley also in San Francisco.
ETF & CEF Fund Sponsors
Assets Under Management
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Services
Accounts are held at Charles Schwab though CIM can act as an Investment Advisor at other brokers, if a client needs to retain their current discount broker. Please contact us for more information.
No. CIM acts only as the limited discretionary investment advisor. All account assets are held at the selected custodian, typically Charles Schwab. In addition, all account statements and tax documents are issued by the custodian as well.
Currently, there are no trading commissions in client accounts. Capital Income
Management has never charged commissions and would not share in any commissions if the custodian, Charles Schwab, ever reinstituted trading commissions.
Absolutely. Accounts are accessible online through Charles Schwab’s standard login screen or through your existing broker. Client’s can also have check writing capability as well as automatic monthly or periodic distributions.