Capital Income Management, LLC (CIM) offers individual account management to high-net worth investors, trusts, businesses and retirement plans/IRAs. Getting to understand your financial picture and your financial goals is the first step in our client relationship. Whether you’re nearing retirement, have come into more investable assets, rolling over your 401(k) or just want to consider a new investment approach, every client relationship is unique and we strive to ensure that we are answering your questions and meeting your expectations.
Communicating with our clients and keeping them informed during the inevitable ups and downs of the markets is also paramount. We’re confident that once a client understands our investment thesis and strategy that they will feel more comfortable with their investments in all market environments. Since the financial crisis of 2008, we hear more and more from clients that protection of principal and more income is their primary objective. Our goal is to meet these needs and to smooth out portfolio returns no matter how the markets perform.