Investment & Wealth Management

for individuals, corporations, and non-profits

Attessa Capital

was founded to

provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients’ investment management needs.

Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.

Investment

Philosophy

Invest in the Most Attractive Markets

We evaluate hundreds of global equity, fixed income, and alternative asset markets to determine their relative value and expected long-term returns. Capital is allocated to those markets with the most attractive risk-adjusted expected returns.

Protect the Portfolio

We understand that the losses experienced during severe market crashes can ruin a client’s financial plans and goals. We believe that preserving capital in these events is one way to achieve long-term success. Our investing approach gives us the flexibility to handle these risks and protect capital in these times.

Limit Costs

Too often investment costs are high and opaque. We are a fee-only registered investment advisor and receive no compensation from third-parties. We always consider the costs to a client when selecting investments and have no transaction costs. As a fiduciary, we are required to act in the best interest of the client.

Every week we send our Weekly Thoughts to clients, an email about investments and the world of finance

April 2022: The Strategic Petroleum Reserve

This week we want to discuss the recent decision by the Biden administration to release approximately 180 million barrels of oil from the Strategic Petroleum Reserve – why are they doing this, what will be the impact and the potential risks involved.   So what is the Strategic Petroleum Reserve

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Investment & Wealth Management

for individuals, corporations, and non-profits

Attessa Capital

was founded to

provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients’ investment management needs.

Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.

Investment

Philosophy

Invest in the Most Attractive Markets

We evaluate hundreds of global equity, fixed income, and alternative asset markets to determine their relative value and expected long-term returns. Capital is allocated to those markets with the most attractive risk-adjusted expected returns.

Protect the Portfolio

We understand that the losses experienced during severe market crashes can ruin a client’s financial plans and goals. We believe that preserving capital in these events is one way to achieve long-term success. Our investing approach gives us the flexibility to handle these risks and protect capital in these times.

Limit Costs

Too often investment costs are high and opaque. We are a fee-only registered investment advisor and receive no compensation from third-parties. We always consider the costs to a client when selecting investments and have no transaction costs. As a fiduciary, we are required to act in the best interest of the client.

Every week we send our Weekly Thoughts to clients, an email about investments and the world of finance.

(520) 600-3064

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BGK Capital & Harrison Wealth Management are now
Attessa Capital