Cape Ann Capital, INC.

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Cape Ann Capital Investment Process Finally, an investment firm that Chooses Analytics Over Instincts Investment Process Research Finally, an investment firm that Measures Data and Values People Research Philosophy Finally, an investment firm that Invests with you Our Philosophy Risk Management Finally, an investment firm that Emphasizes Time, Not Timing Risk Management Cape Ann Capital's Mission is to Put You in the Top 20% Research indicates that 80% of investors fail to outperform index funds. Our mission is to deliver financial results, which after all fees, exceed the performance of a portfolio of index funds balanced to align with each client’s long‐term asset allocation targets. When we are successful in our mission, client performance over the long run will rank in the top 20% of all investors with the same asset allocation. Since 1999, we have embraced advancements in technology and applied these innovations to the design of risk-sensitive investment portfolios that aim to consistently outperform their benchmarks. → Contact us today to learn more about our innovative approach to investing. Risk management Investing today requires an analytical and risk-management approach to ensure that portfolios weather the volatile seas. We take an active role in creating an ongoing dialogue with clients so that our advice aligns with their evolving needs. Learn More → WHY MUTUAL FUNDS Given the diversity of investment vehicles available today, many clients ask us why we focus exc

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