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 Continuous Game of Tug of War: Record Equity Markets vs. Weak Economic Data
With equity markets reaching all-time highs and economic data flashing potentially recessionary warning signals, how can investors make sense of the...
Investment Review and Outlook – July 2025
The second quarter was marked by stock and bond market returns that were not terribly significant. But market dislocation in early April was...
Investment Review and Outlook – April 2025
As the stock market entered 2025, investors and corporate executives were rather optimistic about the prospects for the year. Market pundits were...
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