Learn about us

At Capital Strategy Group, we have a well-earned reputation for expertise, integrity, objectivity and excellence.

Overview

Capital Strategy Group, Ltd. manages assets through stock and bond portfolios, as well as a discretionary WRAP program. All assets are managed according to models created and managed by our investment experts, and consist of five stock and bond models and five mutual fund and ETF models.


History

Founded in 1984, Capital Strategy Group, Ltd. ("CSG") is a SEC Registered Investment Advisor dedicated to helping clients realize their financial goals. Independent and privately owned, CSG offers professional portfolio management services to investors who seek a disciplined and active approach to investing. Our investment strategies are long-term in nature, with an emphasis on stability and transparency.

With decades of experience providing wealth management solutions, CSG has navigated clients through the full spectrum of investment environments. We don't bow to fashionable investment trends. Instead, we take a long-term approach to wealth management that produces results—not unwanted surprises. We not only take great care to minimize client risk, we maintain transparency and oversight without conflicts of interest. In other words, CSG offers expertise, integrity, and objectivity you can trust.


Management team

Arthur Grant
Managing Director and Portfolio Manager, Capital Strategy Group, Ltd.

Arthur Grant has 45 years of investment experience. He received a bachelor's degree from Baruch College of the City University of New York. Art manages individual portfolios for long-time clients and serves on Capital Strategy's Investment Committee. He is CEO of sister company Cadaret, Grant & Co., Inc. Capital Strategy acts as portfolio processor and reporting manager for Cadaret, Grant's portfolio management accounts.

James Sleeper
President, Capital Strategy Group, Ltd.

James Sleeper is a seasoned veteran in the field of economics and the capital markets. A graduate of Penn State University (MBA), James manages the group's stock and bond portfolios, and oversees the Advisor's Edge portfolios. James also serves on the Investment Committee for Cadaret, Grant, as well as the Central New York United Way.