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
Timeless Investment Lessons from a Legend
After the S&P 500, Nasdaq 100, and Dow 30 reached all-time highs in October, U.S stock markets experienced some increased volatility in...
Are We in an AI-Driven Market Bubble?
Several key investment headlines were noteworthy in October 2025. The S&P 500 reached another all-time high on October 28th. The optimism around...
Investment Review and Outlook – October 2025
The U.S. stock market posted another strong quarter, extending the momentum seen in Q2. This performance largely reflects a growing sense of...
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