Helping You Personalize Your Municipal Portfolios
About Capital Gains Inc.
Personalizing your municipal portfolios is what we are about.
We can help you manage your short-term cash or longer-term municipal funds. Capital Gains can also provide investment management services for your police and fire pension fund assets, both the fixed income and equity portions of your portfolio.
Why hire Capital Gains Inc.?
- Customized Reporting
- Independent Advisor
Capital Gains Inc.
Owner: Gary Karshna
Certifications: Series 63 and Series 65 License. Registered Investment Advisor with the Securities and Exchange Commission (SEC) since 1992
Areas of expertise: Investment Management
Capital Gains was incorporated in February of 1992 and is a registered Investment Advisor with the Securities and Exchange Commission.
We specialize in the personalized design and management of municipal portfolios. We customize all of our services to meet the individual needs of each client. We can help you manage your short-term cash or longer-term municipal funds. Capital Gains can also provide investment management services for your police and fire pension fund assets, both the fixed income and equity portions of your portfolio. We strive to provide our clients with the exceptional service and outstanding rates of return, in a safe and responsible manner.
We take time to understand the needs of each client and then work with you to fine tune your existing portfolio to meet those needs. We will tailor our services to meet the needs of each individual client.
Capital Gains is an independent Investment Advisor, which means we have no direct affiliations with any other companies. We can help you improve the effectiveness of your investment program and streamline the investment function.
Our goal is to provide high quality investment management services in a safe and responsible manner.
Capital Gains is intent on building long-standing relationships with its clients, emphasizing professionalism and high quality investment services.
What sets us apart from other investment advisors?
This means we will help you manage your money as if it were our own money!
At Capital Gains Incorporated we truly provide:
"A FINER KIND OF FUND MANAGEMENT”