Contact

3325 N. University Ave

Build 3 Suite 150

Provo, UT 84604

Dave: 801-804-3405

KC: 801-804-3406

Dan: 801-804-3407

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Dave@whitecapwm.com

KC@whitecapwm.com

Dan@whitecapwm.com

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC. White Cap Wealth Management is a member firm of Kestra Private Services, LLC, an affiliate of Kestra IS. White Cap Wealth Management and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states in jurisdictions in which they are properly registered. Therefore, a response to request for information may be delayed. Not all products and services referenced on this site are available in ever state and through every representative or advisor listed. For additional, please contact Kestra IS Compliance Department at 737-443-7101.

Any 3rd party website links referenced are being provided strictly as a courtesy. Neither us nor Kestra Private Wealth Services, LLC are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

OUR INVESTMENT PROCESS

We partner with our clients in their efforts to maximize their eventual net worth and purchasing power.  We listen as partners.  We treat them as partners.  We are their partners. 

Experienced Advice:

We do not believe anyone can forecast the short-term direction of the stock market.  Our feelings reflect what Warren Buffett said in his 2014 annual report to Berkshire Hathaway shareholders: “Market forecasters will fill your ear but will never fill your wallet.”  No one can accurately time the market.  We’ve personally experienced a wide range of markets over the last four decades and have watched our rational investing approach work through the ups and downs of the stock market.

What We Do:

We help our clients invest in the type of smart businesses that have potential for substantial increases in their earnings. We invest in these businesses when they are cheap or reasonably priced. We make no attempt to forecast the short-term direction of the stock market. Instead, we add to our stock positions when prices are lower and we trim them when prices rise significantly. Our focus is to preserve and grow wealth through the application of wise and diligent management techniques.

Investment Tenets:

  1. A stock is not just a ticker symbol or an electronic blip; it is an ownership interest in an actual business, with an underlying value that may or may not be reflected in the share price.

  2. The stock market is a pendulum that often swings between unsustainable optimism (which makes stocks expensive) and unjustified pessimism (which makes them cheap).

  3. The ultimate test of every investment is how much cash it will produce.

What We Look for In a Business:

We look for simple and understandable businesses to invest in. If we can’t understand it, we won’t invest in it. 

We want to help ensure that our clients understand their portfolio, making sure they know what they own and why they own it. We pay close attention to the current earnings and future prospects of the businesses we own.

Ongoing Conversation:

We contact every client on a regular basis to let them know how their portfolio is doing and address any other financial needs as they arise.

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All investments involve varying levels and types of risks. These risks can be associated with the specific investment, or with the market place as a whole. Loss of principal is possible.