Investment Management for individuals and institutions helps each client by defining and implementing a plan to achieve investment objectives and receive the maximum return consistent with their risk profile.
Products and Services:
- Investment Management for Individuals—Capital One® Asset Management LLC professionals start by asking questions about your goals, objectives, and comfortable levels of risk. We then suggest opportunities. Following a mutually-agreed-upon-plan, we invest your money—employing state-of-the-art investment tools— in stocks, bonds, or other securities on your behalf. We keep you informed regarding the status of your investments, and regularly provide documentation to ensure that you are comfortable with the selected investment strategies. Moreover, we revise those strategies as your needs or lifestyle changes. Our service to you will always feature a unique combination of global sophistication with local dedication.
- Investment Management for Institutions—As an institutional investor you can be confident that Capital One Asset Management LLC understands your special needs. We will work with you to provide the specialized, professional management required to meet and exceed your financial objectives.
Call us toll-free at 1-866-442-3764.
Proxy Voting Record
Proxy Voting Policy1
Capital One Asset Management Code of Ethics1
1This is a PDF document. You'll need Adobe® Acrobat Reader in order to view this document. If you don't have Adobe Acrobat Reader installed on your system, you can download it for free.
