A Unified Investment Process,
Engineered to Outperform
We integrate the conviction of active insight, the rigor of quantitative investing, and the tax efficiency of direct indexing. Delivering portfolios built for consistency, adaptability, and long-term client outcomes.
Cap Six is an active U.S. equity manager specializing in separately managed accounts.
Our investment process is designed to deliver more than just performance. We combine proprietary technology, rigorous data analysis, and experienced human oversight to build benchmark-aware portfolios with alpha potential and tax efficiency.
A Modern Approach to Active Management
We help investors, advisors, and allocators build smarter portfolios through a process aligned with the evolution of data and technology. Delivering better outcomes without compromise.
One Process. Three Priorities. A Smarter Solution.
Our Investment Framework
Three pillars that define how we deliver consistent, risk-managed alpha with tax efficiency built in.
Index Alignment
We maintain reliable, benchmark-aware alignment by applying evidence-based constraints that prevent style drift, reduce unintended exposures, and control index risk while preserving alpha potential through active positioning.
Engineered for Alpha
Every position is selected through a merit-based, data-driven process that eliminates bias and emphasizes high-conviction ideas, optimized within a disciplined portfolio construction framework.
Ongoing Tax Management
We integrate tax efficiency into every stage of portfolio management with mindful tax-loss harvesting, tax-aware rebalancing, and proprietary tools that enable seamless, low-impact portfolio transitions.
Ready to Elevate Your Portfolio?
Discover how Cap Six can help you achieve smarter, more tax-efficient investment outcomes.