Glass office towers of Canary Wharf, London's financial district

Premier Investment Expertise

Disciplined counsel,
measured in decades.

Capital Funding Limited delivers objective, fee-only investment advice to a select group of institutional and private clients — built on thirty years of continuity, not sales targets.

Capital Funding Limited investment committee in discussion

Our Team

Collaborative Leadership

Capital Funding Limited is nothing without the people behind it. Our diverse team of industry experts bring knowledge from across the investment realm.

Capital Funding Limited client office and advisory space

Services

Customized Solutions

We focus exclusively on providing a full range of sophisticated, objective investment advisory services to meet the distinct needs of each of our clients.

Capital Funding Limited advisory boardroom

Our Firm

Comprehensive Insight

Our proprietary research capability is anchored by a dedicated team with deep knowledge of every facet of the investment landscape.

1996
Founded
$100B+
Assets advised
23yrs
Avg. director tenure
100%
Fee-only, independent
Who we are

Comprehensive, objective advice for a select group of clients.

Capital Funding Limited is an investment consulting firm focused exclusively on providing comprehensive, customized and objective investment advice. We hold no products to sell and answer to no commission — only to the clients we serve.

UK Associates Quality Leader 2019 recognition
“Capital Funding Limited has again been named a UK Associates Quality Leader — recognized for our investment consulting capabilities, based on extensive nationwide interviews with institutional investors.”
UK Associates  ·  Quality Leader, 2019
Experienced leadership

Depth and stability, built since 1996.

Our practice dates to 1996, when our founding principals established one of the first independent institutional consulting practices in the country. It has since grown into a diversified, nationwide client base — without ever losing the discipline that built it.

Read About Our Firm
Capital Funding Limited advisory boardroom
Capital Funding Limited investment consultants at work
Our team

A wide range of expertise, one investment committee.

Our team members span a broad range of the investment realm — combining the resources of a large organization with the flexibility of a smaller firm.

Size
We advise on over $100 billion in client assets, applying institutional leverage on behalf of every client we serve.
Stability
Our Managing Directors have worked together at Capital Funding Limited for an average of 23 years — consistency and continuity in process.
Depth
Over 20 years of collective experience across investment management, trading, custody, real estate finance and public accounting.
Meet Our Team
What we do

A full scope of investment consulting.

We provide comprehensive counsel across the full lifecycle of an institutional portfolio — from policy design to ongoing oversight.

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Research & insights

Our thinking, in the open.

We believe every client should have the advantage of the entire team's thinking — a sample of our latest research below.

Inflation: Lower For Longer, Or A Surprise On The Horizon?

While inflation continues to trend below target, the possibility of an unexpected rise shouldn't be ignored. We examine the shifting dynamics behind inflation expectations and the implications for portfolios.

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Location, Location, Vaccination

The shift from traditional offices to hybrid work is reshaping how a significant share of the workforce operates. We look at what this means for successful real estate investing.

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UK vs Non-UK: Why Diversify?

UK equities have outperformed non-UK peers over the past decade, but history shows these cycles turn. We examine the drivers and the case for a long-term, diversified approach.

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