
CSG Capital Partners
Awards

NAPA Top Teams 2022
For a fifth consecutive year, CSG Capital Partners of Janney Montgomery Scott, a 10-person team based in Washington, D.C., Franklin, TN, and Richmond, VA, has been named to the National Association of Plan Advisors' (NAPA) Top defined contribution (DC) Advisor Teams list.

AdvisorHub 2022
Murray Carter, AWMA®, CFP®, AIF®, Financial Advisor, has been named an Advisor to Watch by AdvisorHub.

NAPA Top Teams 2021
CSG Capital Partners has been named to the National Association of Plan Advisors' (NAPA) Top defined contribution (DC) Advisor Teams list.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

Our Team's Philosophy
Over time, we've come to rely upon a number of foundational ideas that help shape our team's vision and mission.

CSG Compass Planning Process
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.

CSG Compass Portfolio Process
We believe that long-term investment success is achieved by combining a process that recommends what investment to buy, and when to buy, hold, or sell that investment. We make tactical adjustments to portfolios, using both fundamental and technical analysis. We believe that we can position client assets to participate in upward trending markets and objectively move out of investments that are poised to significantly decrease in value.
Community Involvement
At CSG, we are deeply committed to making an impact in our local communities as well as helping our clients make an impact on the causes and organizations that are important to them. We take great pride in our service on various boards and our participation in charitable events throughout the year. This is the fun stuff!
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.

June 2023 Mid-Month Market WebEx
Join us on Wednesday, June 21st for a 30-minute market update. This live webinar, hosted monthly, provides clarity into what our portfolio management team is thinking about current market conditions and confidence in our team's Compass Portfolio Process. Each session will answer new questions, review timely topics, and elaborate on the market commentary provided in our monthly newsletter. These sessions are open to family and friends and the WebEx link can be forwarded to those you think may be interested.

July 2023 Mid-Month Market WebEx
Join us on Wednesday, July 12th for a 30-minute market update. This live webinar, hosted monthly, provides clarity into what our portfolio management team is thinking about current market conditions and confidence in our team's Compass Portfolio Process. Each session will answer new questions, review timely topics, and elaborate on the market commentary provided in our monthly newsletter. These sessions are open to family and friends and the WebEx link can be forwarded to those you think may be interested.

Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Sign up here for our next Mid-Month Market Call and our Monthly Newsletter

Follow our latest thoughts on the market and advice beyond investments.
Highlighting two of the team's most popular monthly communications.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2023

FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Office Information