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 Advisor Network to enhance our suite of offerings that help address clients’ evolving needs.
Insights
Our Thoughts on Recent Market Volatility
Over the past several days, we have experienced a sudden rise of financial market volatility in response to incoming economic data and related...
The End of the Big Cap Tech Outperformance?
In a distant age, prudent equity portfolio risk management included broad diversification across sectors, geographies and market capitalizations....
Investment Review and Outlook – July 2024
As we cross the halfway mark of 2024, investors are witnessing bifurcated results for the various stock market indices. The S&P 500 index has...
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