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
Investment Review and Outlook
The Economy Continues to Surprise to the Upside In March 2024, the Dow Jones Industrial Average, the S&P 500, and the Nasdaq 100 indices reached...
Anger Management
By Jonathan Caplan In January I penned an article including some economic and market prognostications for 2024. I had believed that it was on the...
Is Magnificent 7 Momentum Setting Investors Up for Disappointment?
Joseph Caplan, in his Barron’s article, explores the market influence of the “Magnificent Seven” stocks—Microsoft, Google parent Alphabet, Amazon,...
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