Investment Advisory Services

Capital Enhancement LLC is a Registered Investment Advisor. We do not sell investment products and the only fees we receive are from our clients. We receive no third party fees, commissions, or "soft dollars", which helps ensure objectivity. Our investment process has two main components: working with our clients to help them define the appropriate risk tolerance for their portfolio, and assisting with implementation and monitoring of the strategy.

Our array of services includes:

• Reviewing and refining your asset allocation, including potential risk / reward trade-offs.
• Integrating executive compensation and benefit plans into your asset allocation and reviewing choices offered by those plans.
• Assistance with the selection of money management firms and mutual funds.
• Advice and recommendations regarding the tax consequences of investment alternatives and portfolios, the annual monitoring of taxable capital gains, and increasing the tax efficiency of your portfolio through capital loss harvesting.
• Periodic investment performance monitoring and evaluation.
• Integration of investment strategy with long-term retirement goals and cash flow needs.