Hello and welcome to the Cap Averill II and Associates website.

Hello and welcome to the Cap Averill II and Associates website.

I am very proud of our company. The things I am most proud about, are my staff, our results, and the fact that our clients are extremely happy with us. I have found that the secret to happy clients is making sure that the place they decide to put their money is appropriate for their needs. We study the economy. We formulate our opinions, but like anyone’s, our opinions can be right or wrong. That is generally the downfall of risker investing as I see it. That is why we use lower risk accounts.

People have misunderstood us, as being against the stock market, or risker investments. We are not. It’s simply not what we do. Early on in my career I discovered that I was not a gambler. As a result I did not like gambling even with my clients money. I chose not to be licensed in securities for that reason. But I am not in any way against securities and I have owned securities myself. I simply do not believe that it is a good idea that a person invests the part of their money that they will absolutely need to depend on in vehicles which have a high degree of risk.

Knowing that we are fallible is an important part of a long-term financial plan. I simply think that it is reasonable to maintain a proportion of every person’s savings in vehicles of lower risk. The part that you don’t want to lose. The part that you need to be there to achieve your minimum standard of living.

Toledo is a great city, with a lot to offer and lots of good people, great restaurants, the Great Lakes, everything a person could want. I am very thankful to the city for its people. One thing I can say about my city is that there are a whole lot of good people here. People I am very proud to know. So thank you Toledo, for being the unique place that you are.

Cap Averill II

HOME PAGE | OUR COMPANY | PERSONAL & FAMILY PLANNING | CONTACT / MAP | QUESTION AND ANSWER
Copyright © 2009 Cap Averill II & Associates Inc. All Rights Reserved.

I am very proud of our company. The things I am most proud about, are my staff, our results, and the fact that our clients are extremely happy with us. I have found that the secret to happy clients is making sure that the place they decide to put their money is appropriate for their needs. We study the economy. We formulate our opinions, but like anyone’s, our opinions can be right or wrong. That is generally the downfall of risker investing as I see it. That is why we use lower risk accounts.

People have misunderstood us, as being against the stock market, or risker investments. We are not. It’s simply not what we do. Early on in my career I discovered that I was not a gambler. As a result I did not like gambling even with my clients money. I chose not to be licensed in securities for that reason. But I am not in any way against securities and I have owned securities myself. I simply do not believe that it is a good idea that a person invests the part of their money that they will absolutely need to depend on in vehicles which have a high degree of risk.

Knowing that we are fallible is an important part of a long-term financial plan. I simply think that it is reasonable to maintain a proportion of every person’s savings in vehicles of lower risk. The part that you don’t want to lose. The part that you need to be there to achieve your minimum standard of living.

Toledo is a great city, with a lot to offer and lots of good people, great restaurants, the Great Lakes, everything a person could want. I am very thankful to the city for its people. One thing I can say about my city is that there are a whole lot of good people here. People I am very proud to know. So thank you Toledo, for being the unique place that you are.

Cap Averill II