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SRS Capital Advisors | Integrated Wealth Management | Comprehensive . . . SRS CAPITAL ADVISORS is a privately owned independent Registered Investment Advisor specializing in customized investment platforms and highly sophisticated wealth planning solutions for high net worth families and individuals, businesses, and foundations
SRS Capital Advisors | Our Team Meet the team at SRS Capital Advisors that delivers Integrated Wealth Management designed to preserve and grow wealth through asset management and integrated financial planning services
Form CRS Customer Relationship Summary, January 21, 2025 Arax Advisory Partners dba SRS Capital Advisors, LLC is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Brokerage and investment advisory services and fees differ and it is important for you as a retail investor to understand the differences
SRS Capital Advisors News | Q3 2021 Highlights Insights SRS Capital Advisors, Inc provides sophisticated financial planning solutions and manages a variety of diversified investment strategies and styles for primarily high net-worth individuals, institutions and family foundations
Q3 2021 Market Commentary - SRS Capital Advisors News SECOND, these above-average returns come on the heels of big equity gains in 2020, particularly in growth-oriented portions of the market And, oh by the way, the equity market returns during these two years have been during the COVID pandemic and the chaos and uncertainty that has brought
Q3 2021 Equity Outlook - SRS Capital Advisors News Operating Earnings Share of S P 500 Operating Earnings Multiple $165 $175 $185 $195 27 4455 4725 4995 5265 26 4290 4550 4810 5070 25 4125 4375 4625 4875 24 3960 4200 4440 4680 23 3795 4025 4255 4485 22 3630 3850 4070 4290 21 3465 3675 3885 4095 September 30, 2021 Value of the S P 500: 4297 01 *Sources: Standard Poor's Index Services and SRS
Q3 2021 Market Update - SRS Capital Advisors News 1 14% -0 57% 0 41% Source: Tamarac SRS Capital Advisors Research 2021 Municipal Bond Returns: CD and Government Bond Rates as of September 30, 2021: CD Rate Averages: 1 year CD (APY): 5 Year CD (APY): 0 15% APY 0 28% APY Treasury Bonds: 2 Year Treasury Note: 10 Year Treasury Note: 30 Year Treasury Bonds: 0 28% 1 49% 2 05% Municipal Bonds: 2