In our view, active portfolio management complemented by comprehensive wealth planning are the essential services that have helped our clients achieve their financial objectives since 1996.
We implement an institutional, research-oriented approach to portfolio and risk management that is designed to reflect our clients’ financial objectives.
Our Services
At Caplan Capital Management, investment management and wealth planning for high-net-worth individuals and families are the primary focus. Additionally, our clients have access to other advisory solutions and operational support provided by Mariner to enhance our suite of offerings that help address clients’ evolving needs.
Insights
The Sky is Falling! – The Time to Act is Now!
Boy do I hate it when faux “market experts” try to instill doubt and fear into the psyche of inexperienced investors. To novice investors, these...
Investment Review and Outlook – January 2025
While a close presidential election was the main focus going into the fourth quarter of 2024, the results featured a surprisingly clear outcome. We...
Saving for Retirement Is More Challenging for Younger Generations. Here’s Why.
In this Barron’s article, Joseph Caplan provides insights into the challenges and obstacles that young investors encounter when planning for...
Meet Our Team
Jonathan Caplan, MBA
President & Founder
Joseph Caplan
Financial Advisor, Portfolio Manager
Lori Caplan
Client Relations, Marketing, Administration
Joshua Caplan
Director of Business Development and Client Services