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.
Insights
Investment Review and Outlook – April 2026
Last quarter’s Investment Review and Outlook struck a decidedly cautious tone for 2026 – and boy was that note of caution timely! The stock market...
Investment Review and Outlook – January 2026
As we ring in another new year, we reflect on 2025, a year marked by elevated market volatility driven mainly by heightened government policy...
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...
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