Cap Six Information

Cap Six is a majority women-owned investment management firm based in Houston, TX, specializing in long-only U.S. equity strategies delivered through separately managed accounts. At Cap Six, we deliver a complete investment management solution designed for investors who refuse to compromise. Our integrated process combines the structure of index-aligned portfolio design, the insight of evidence-based active management, and the efficiency of ongoing tax management. By embedding risk control, alpha generation, and tax management into a single disciplined framework, we help clients achieve more consistent, after-tax results. This is how we deliver active conviction, benchmark-aware discipline, and tax efficiency, without trade-offs. One process. Three priorities. A Smarter Solution. -- This material is provided for informational purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell or a solicitation to buy securities or investment products. Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. This material does not comprise an offer of services. Any opinions expressed are subject to change without notice. Cap Six does not provide tax advice. Tax outcomes will vary by client, account, and strategy. Taxes are managed toward the strategy composite through the firm’s investment process, but individual results will depend on each client’s unique circumstances.