Client-First Service Model

Client Concern: I want to be considered important rather than just another client." 

Questions to Advisor:
  • "How do I know you will provide me the attention I expect and deserve?"

⇓ Learn more about our exceptional service model.

Many investors express frustration with their current advisory firm, stating that they feel they are a number rather than an important and valued client.

The Capital Navigation Group fulfills its exceptional service model by:

  • Prequalifying Clients – We choose to work with those clients who fit our service model, which includes individuals, business owners, and families, who have complex situations, require a high level of service, and meet a minimum investment threshold.
  • Boutique Structure – Working only with qualified clients enables us to keep the number of clients at a level where we can deliver on our “client-first” commitment while operating under our firm’s boutique structure. Our boutique practice structure allows us to deliver custom-tailored solutions to a select group of clients.

Organizing our efforts within this structure enables us to deliver on our commitment to provide each and every client with prompt and highly personalized service.