What We've Done For Our Clients

*Past performance is no guarantee of future results. Figures have not been audited and are not GIPS compliant.

Protecting your capital while increasing
its value are our two main goals.

This is crucial for us. Sound investment strategies achieve these goals, and our approach utilizes a well-known formula. However, attaining success takes adherence to these rules:

  • Think like a business owner.
  • Think independently and maintain a patient, disciplined, and long-term approach.
  • Invest in businesses that are easy to understand.
  • Focus on avoiding mistakes and reducing risk - "Margin of Safety".
  • Invest only in significantly undervalued securities.
  • Focus on businesses that are compounding value.
  • Make meaningful investments.

You Don't Have to Be a Billionaire
to Have Your Money Invested Like One.

$50,000 is the minimum amount you need.

What Does It Cost?

Great question. We charge a maximum management fee of 1.50%. It is prorated across the entire year, charged at the end of each calendar quarter, and only calculated for the days your money was managed by us. That's it. We charge no other fees. Period.

Our fee structure is known a "Wrap Fee Program". This covers everything you need including: commissions, trades, transfers, rebalancing, advice, account administration, etc. Unlike other companies, Fifth Capital does not charge you transaction fees to buy and sell securities.

Our Mission

Our focus is on you. You are our business and our two primary goals illustrate this:
First, protect your capital by minimizing risk.
Second, increase your capital with superior rates of return. Learn more about our mission.

Our Strategy

We will not pay a premium price for a company. We do not even want to pay a fair price. Price is king and we only buy a company whose shares are traded significantly below their intrinsic value. Learn more.

Our Principles

Money, in and of itself, does not create the skills to manage it. We are committed to helping you protect and grow your assets while inspiring a level of confidence that enables you to focus on the aspects of life you care about most.

Give Us A Call

800.766.4997
If you're interested in learning more about what we do, how we can help with your future, or have any other questions, please give us a call. We'd love to talk with you and help get you to where you want to go financially.