CAPITAL RESOURCES AND INSURANCE, INC

Overview

Capital Resources And Insurance, Inc. is an independent registered investment adviser that serves individuals, families and small-business clients with financial planning and discretionary portfolio management. The firm operates under an owner-led structure and leans toward fee arrangements that include a percentage of AUM as well as hourly and fixed-fee engagements. Investment activity centers on managed public funds and mutual funds as the primary vehicle for client portfolios, supplemented by third-party alternative managers when appropriate. The adviser does not position itself as a capital allocator or a multi-state adviser and is not identified as an active ESG investor. Advisory services emphasize personalized planning and ongoing portfolio oversight for smaller-family and individual relationships rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices