Downloading any material is done at one’s own risk. CapSouth does its very best to insure the integrity and security of it sites but does not warrant that this site, its servers, website hosts, or e-mail sent from this site are free of viruses or other harmful components. This website may contain inaccuracies or typographical errors. Photos included in this website are not testimonials or an endorsement of CapSouth by anyone pictured and should in no way be construed as such. Please consult your tax or legal advisor to discuss your specific situation before making any decisions that may have tax or legal consequences. CapSouth does not offer tax, accounting or legal advice. Investment advisory services are offered through CapSouth Partners, Inc, dba CapSouth Wealth Management, an independent registered Investment Advisory firm. Your account will maintain the same high level of security as any Schwab Alliance account you may have. This enables your accounts to be integrated and you can easily access them through the Schwab website and apps. Your portfolio will be held in a brokerage account at Charles Schwab. The paperless onboarding and funding makes getting started simple and quick. Automatic tax-loss harvesting is also available for accounts over $50,000. Through CapSouth Pro-Investor, accounts can be automatically rebalanced to targets for any account, starting at only $10,000. This enables us to preserve the high standards and levels of service we are committed to providing to all our clients. While we have automated the process of investing, we are still maintaining control over the portfolios accessible on the platform. CapSouth Pro-Investor is an automated investment management service that enables you to independently open accounts and invest online or on your mobile device. Using our expertise, that you know and trust, we’ve built a diverse suite of portfolios using “Institutional Intelligent Portfolios®”, “Schwab Performance Technologies”, and “Charles Schwab & Co., Inc.”. CapSouth Wealth Management is offering an innovative way to invest with our firm.
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