Private Accounts

Advisors Capital provides private accounts with individual security selection that is tailored to each client’s personal objectives.

LET'S TALK

Advisors Capital Private Accounts are segregated, private and personalized accounts to keep your investments on track.

One size does not fit all. Our individually tailored portfolios are designed specifically for the client, using individual securities and thoughtfully managed in our all-cap style.

We work for you

At Advisors Capital, we work hand in glove with you to not only create tailored solutions for your clients, but to give you the information you need to understand all aspects of our portfolios.

Individual Stocks
& Individual Bonds

Customized
Restrictions

Tax
Workouts

Let’s Build Something Together

If you want to simply be in the market, then buy an index.  But if your client’s investment objectives are more unique and require a defined strategy, then our private account strategies provide options to build something personal.

Let’s Talk

Contact us to learn more about the Advisors Capital Advantage:
personalized portfolios that align seamlessly with your clients’ financial plans.