As the percentage of assets moving into managed accounts continues to grow, sophisticated clients and successful investment professionals demand a world class platform. . .
Capitol Securities Management, Inc. Proudly Brings You Monument, a Suite of Professionally Managed Fee-Based Programs.
Offered exclusively through our SEC registered Investment Advisor, and
with the guidance of your Investment Professional, you can begin to discover
the appropriate asset allocation for your investments and work to achieve
a financial portfolio that meets your long-term goals.
Through a single annual fee, our products can help you to build a balanced
portfolio that can hold stocks, bonds, mutual funds, cash and other types
of securities.
PROFESSIONAL SERVICE
Contact your Capitol Securities Management Investment Professional today
and select from the Monument fee-based portfolio management programs
available that best suit your needs.
Fee based accounts are not designed for
excessive trading activity or inactive accounts
and may not be suitable for all investors.
Since no one manager is suitable for all types
of investors, this information is provided for
information purposes only. We need to review
your investment objectives, risk tolerance and
liquidity needs before we introduce suitable
managers to you.
Asset allocation cannot eliminate the risk of
fluctuating prices and uncertain returns.
Additional fees and expenses may apply in
certain circumstances and is not designed for
excessive trading activity (i.e. day trading) or
inactive accounts. Please contact a Financial
Advisor for more specific details about
additional expenses that may be incurred in
this account and for a list of eligible and
excluded assets.
Minimum account size is subject to manager
minimums.
Initial investment will vary based on the
portfolio selected by you and your Financial
Advisor.
Please carefully review the CSM advisory
disclosure document for a full description of
our services, including fees and expenses. |
