Protecting Capital and Income in the face of Inflation or Deflation
Capital Security Advisors LLC, is an SEC-registered investment advisor based in Boston, Massachusetts. We develop investment strategies designed to tax-efficiently preserve capital and income in the face of inflation and deflation. We have three principal lines of business:
- We managed fixed income separately-managed accounts (SMAs) for family offices, wealth managers, and institutions.
- We manage a private infrastructure opportunity fund (IOF), which invests in infrastructure-related debt and equity.
- We manage diversified private client portfolios for very high net worth individuals and families, private foundations and other institutions.