About Cephus

We are an independent, fee-based, and SEC-registered firm. Our mission is to deliver comprehensive investment strategy and financial guidance to our clients, helping them to achieve optimal results. Our clients include individuals, families, trusts, corporate retirement plans, and foundations.

Because we offer strictly fee-based advisory services, and do not have conflicts of interests that you might find at larger firms, we are able to provide our clients with unbiased and objective information.

We are 100% employee-owned and our team has nearly 70 years of collective experience in the investment management business.

Cephus Capital Management:

• Customizes each portfolio to achieve specific investment objectives established in personal consultation with the client.
• Offers highly personalized attention from a team of experienced professionals.
• Builds and manages portfolios of individual equity and fixed income securities, ETFs, mutual funds and outside money managers.
• Utilizes a disciplined, rigorous investment process based on a variety of research sources including original economics and sector strategy.
• Provides complete quarterly reporting functions for portfolio holdings, performance and tax issues (gain/loss, income and expenses).
• Interacts with your tax and estate professionals to ensure complete wealth management solutions.

Cephus is not affiliated with any broker/dealer, mutual fund, or insurance company. We receive no commission compensation from any sources. Our compensation is based solely on a percentage of assets under management. We sell absolutely no products. As an asset-based-fee advisor, our goals are consistent with those of our clients: to preserve and grow their wealth. All accounts are custodied at a bank or broker/dealer of your choice. Cephus does not take physical possession of your assets.

Cephus is not and does not represent that it or any of its associated persons are experts in legal or taxation issues and only consider out of necessity how such issues affect the client's situation when rendering investment advice. The client should consult their tax or legal professionals regarding such advice.