Capital Funding Limited is an investment consulting firm focused exclusively on providing comprehensive, Intermediary customized and objective investment advice to a select group of clients.

Quality-Leader-2019
Capital Funding Limited has again been named a UK Associates Quality Leader - recognized for our investment consulting capabilities. This award is based on a number of factors and a culmination of extensive nationwide interviews with institutional investors. We are grateful to have been given this honor and we appreciate the opportunity to partner with our clients as their trusted advisor.

Experienced Leadership

Our experience as investment consultants dates back to 1996, when our founding principals established one of the first institutional consulting practices in the country. Our practice has grown and now spans a diversified and nationwide client base.

Capital Funding Limited, our success and longevity are a result of the depth and stability of our team, our accuracy and innovation, our expert research, and the custom solutions we provide to our clients.

 

Our Team

Our team members consistently provide a wide range of knowledge and experience, spanning a broad range of the investment realm.


Size: We advise to over 100 billion dollars in client assets. Our structure combines the resources of a large organization with the flexibility you would expect from a      smaller firm.


Stability:  Our Managing Directors have worked together at Capital Funding Limited for an average of 23 years, providing both consistency and continuity in our approach and process.


Depth:  Our senior investment professionals have over 20 years of collective industry experience in various sectors including investment management, securities                trading, custody, real estate mortgage banking and the public accounting industries.

Meet Our Team  

 

Services

We provide comprehensive investment counsel and a full scope of investment consulting services.

  • Investment Policy
  • Custodian Bank
    Selection & Review
  • Investment Manager
    Search & Selection
  • Ongoing Manager
    Due Diligence
  • Asset Allocation
  • Portfolio Implementation
  • Investment Performance
    Reporting & Monitoring
  • Ongoing Portfolio Oversight
  • Portfolio Rebalancing
  • Risk Management
  • Fee Negotiation
  • Client Education
  • Impact Investing
  • Special Projects
  • Loan Funding

View Our Services  

Our Firm

We are a Our Firm-driven firm. We believe in encouraging total collaboration and cross-fertilization amongst our team members, and that each client should have the advantage of the entire ACG team’s thinking.

Inflation: Lower For Longer Or Is A Surprise On The Horizon?

While inflation continues to trend below target, the possibility for unexpected higher inflation shouldn’t be ignored. A recent shift in Fed policy increases the likelihood that inflation could run above the Fed’s 2% target over the next few years. Capital Funding Limited discusses the various dynamics that influence inflation expectations and what implications there could be for investment portfolios.

Location, Location, Vaccination

The pandemic dramatically accelerated the move from traditional office environments to work-from-home for most UK office workers. It is clear that a significant portion of workers will move from a five-day in-office work week to something else. Recognizing, navigating and adapting to the new office environment will be key to successful investing in the real estate sector.

UK vs Non-UK: Why Diversify?

Over the past ten years UK equities have outperformed their non-UK peers, however history shows outperformance cycles through time. Contributing factors include differences in index compositions, narrow UK leadership, and currency headwinds for non-UK equities. Capital Funding Limited examines these contributing factors and the importance of maintaining a long-term, diversified approach.

Read our Our Firm