Build Your Future

Success is Iterative

What if you had an investment that works as hard as you do? At the Agile Capitalist, we are committed to providing our dedicated clients with investments returns that regularly beat the market and the opportunity for consistent recurring income from their accounts.

Our Services
Contact Us

Choose the Right Investment Vehicle

30 Years Of Success

For more than a century, the Stock Market has continually increased in value. One way this is commonly measure is through the S&P 500 Index which is a collection of the 500 most actively traded companies. For the past 30 years, the S&P 500 has averaged a 10.92% return. At the Agile Capitalist, we use this as our starting point and aim to perform even better than the S&P 500 over time.

Work With Us

74+

Profitable years since 1928.

20x

Better returns than investing in high-yield Corporate Bonds.

178x

Better returns than investing in Real Estate.

77x

Better returns than investing in Gold.

Build Your Future

Managed Accounts

View All
Overhead view of charts and graphs with magnifying glass and stationery on wooden table.

Signature Trading Account

Agile Capitalist will manage your account with our proprietary approach that targets market-beating results.

coins, currency, investment, insurance, cash, banking, financial, business, money, success, save money concept, save money, savings, stack of money, investment concept, commerce, mortgage, finance, invest, wealth, compound interest, time value of money, long term investment, accounting, earnings, growth, interest, investing, pension, goals, time management, investment, insurance, money, money, money, money, money, pension

Traditional IRA Accounts

Agile Capitalist will manage your tax-deferred IRA for long term growth focused on distribution at retirement.

investment, growth, nature, watering, can, money, finance, business, wealth, profit, savings, increase, plant

Roth IRA Accounts

Agile Capitalist will manage your account with a dividend and growth focus on tax-free income in retirement.

Fiduciary Mindset

Commitment To Your Best Interests

Most Investment Advisors direct you third-party products/funds carefully curated to pay out the highest commission.
We utilize hands-on management of investments specifically chosen to benefit your account for the best outcome. None of these companies provide us any kick-back. There is no financial incentive to favor one over the other. We stay laser-focused on what has the potential for yielding you optimal returns.

Get in Touch

We Follow Best Practices

Our business is built around guiding principles and that help us strive for better outcomes.

Agile Approach
Growth Over Time
Modern Technology
Fiduciary Mindset

Growth Over Time

Investment Results

Please bear in mind that past results are no guarantee of future results. All investing involves risk and should only be entered into with expendable capital.

Recent Quarter

Average of all accounts in 2025 Q3 – Up over 16%

See Chart

2025 Recovery

The single largest market value drop for a stock in history was in January

SEe Chart

Annualized Returns

The best measure of success would be long term results

SEE Chart
Past Results

Agile Approach

Latest Info and Updates

View Updates

Science Lab Building

New York, USA

Long Gate Bridge

Malmo, SE

Enix Lawyer Building

Toronto, CA

Deep Sea Bridge​

Athens, GR

What Our Clients Say

Testimonials

Engineering Manager

Alice Howard

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Interior Designer

Nathan Marshall

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Architect

Ema Romero

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Manager

Ann Smith

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Request Information

Ready to Work Together? Growth Your Investments with Us!

First Name
Email
Last Name
Message
The form has been submitted successfully!
There has been some error while submitting the form. Please verify all form fields again.

Learn More From

Frequently Asked Questions