1015 Capital Partners, LLC

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1015 Capital Partners 0 Skip to Content Open Menu Close Menu Open Menu Close Menu Fostering financial empowerment with concierge expertise and discipline WE’RE 1015 CAPITAL PARTnERS 1015 CAPITAL PARTNERS was founded on the principle that we can serve our clients best by being independent. We are advocates for our clients and partners in their visions. At 1015 we demonstrate leadership, and guide from experience. We collaborate directly with our clients to help achieve their financial goals. What we do SERVICES • Bespoke investment portfolio development for taxable and tax-aware clients. • Advice and strategy for each unique and specific financial/investment objective. • Coordination of advice with client’s service providers/advisors. • Banking and lending for specific needs and goals. • Legacy and Philanthropic planning. INVESTMENT PHILOSOPHY BROAD DIVERSIFICATION Diversifying at all levels enables the portfolio to weather unexpected storms. Our process embraces a global approach to managing investments. HIGH QUALITY INVESTMENTS Superior investments help to mitigate risk for taxable and tax aware investors. We believe in protecting capital while participating in market gains. DISCIPLINE Strategic asset allocation with tactical adjustments and disciplined rebalancing mandates. Attentive rebalancing enhances returns by putting assets to work more efficiently. INDEPENDENCE Being independent allows us to be unbiased and conflict free. Our portfolios are constructed solely in the

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