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.

Wealth Planning

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

Investment Review and Outlook

Investment Review and Outlook

After many fits and starts this year, investors are now concluding that the elusive loosening of Federal Reserve monetary policy may be at hand....

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Meet Our Team

Jonathan Caplan, MBA

Jonathan Caplan, MBA

President & Founder

 

 

Joseph Caplan

Joseph Caplan

Financial Advisor, Portfolio Manager

 

 

Lori Caplan

Lori Caplan

Client Relations, Marketing, Administration

 

 

Joshua Caplan

Joshua Caplan

Director of Business Development and Client Services

 

 

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