Asset Management

Asset Management

The Capital Advisory Group, LLC, formerly known as Machtig & Associates, has earned national recognition for their approach to investing. As retirement planners and asset managers, we've gained recognition even more valuable: the trust and gratitude of hard-working professionals, business owners and families.

Our philosophy, The Machtig Method, is designed to apply a thorough comprehensive approach to financial planning. We seek to help conservative and moderate investors who want to live well and preserve wealth through careful private asset management and estate, tax, and insurance consulting.

Brett Machtig has established the Machtig Method through 24 years of investing and estate-planning experience. From learning and understanding every facet of your financial situation to managing your wealth according to your goals, our team of advisors follows a methodology that puts your best interests first.

The system is based upon improving cash flow and then investing in long-term assets that also have good earnings potential and a higher of degree of relative safety. The assets are selected for non-correlation. During high-risk periods in the markets, exposure is reduced to help preserve assets. Clients could have more to invest and, theoretically, a better chance of meeting their performance expectations on their investments.

Becoming a Client

The foundation of your relationship is a precise, disciplined approach to successful long-term investing. We combine investment strategies with the agility needed to take advantage of timely opportunities.

We possess a wide range of planning experience. Whether your needs require planning for retirement, education, or another financial purpose, we specialize in developing a customized plan appropriate for your situation.

We understand that situations may arise when outside experts are needed. We will work with you to find the professional best suited for the present situation. This may include finding an estate attorney, a CPA, or other appropriate professionals. It is our job to work with them and assist them in making sure your needs are properly managed.

We achieve a thorough understanding of your investment goals and establish a comfortable risk level by listening carefully to you, asking the right questions, and consulting with your other professional advisors when appropriate. We analyze your current financial situation and use these findings to prepare a personalized investment policy that shows you the big picture. This policy statement becomes our blueprint for achieving your goals. It illustrates your foundation and explains how to construct the final product.

We consult with you to review the details of your customized financial plan and to confirm our interpretation before executing our recommendations. We monitor portfolio performance while consistently checking to ensure that your assets are properly positioned. This allows us to decide if reallocation and proper rebalancing of these positions is needed. We communicate with you regularly, providing performance reporting and recommendations as they present themselves.

If you're ready to take hold of your financial future and desire to work with  a professional team of the highest personal ethics and integrity and people who care about your needs and goals -  call our offices at (800) 548-1820 and make arrangements to meet with an advisor.

Our reputation precedes us and we welcome you to our family.

Call or e-mail our office today to ask how you may become a client.