The tools you need to build your book of business
Thanks to ever-changing technology, financial advisors have a wide range of helpful tools to craft their client portfolios. At Capitol Securities, we use those tools toward an end goal that remains a constant — creating and maintaining relationships while maximizing productivity. We continue to hold that steady focus, ensuring that you have the right platforms, products and support to build your book of business.
Beyond the Overview. Our Products and Services page provides a client-focused overview of the tools and resources offered by Capitol Securities.
Monument Managed Fee-Based Programs. The percentage of assets being moved into managed accounts continues to grow, and Capitol Securities Management, Inc. has answered that demand. We are proud to bring you Monument, a suite of professionally managed fee-based programs designed for successful investment professionals and sophisticated clients seeking a world class platform.
Through a single annual fee, our financial advisors can help clients build balanced portfolios that hold stocks, bonds, mutual funds, cash and other types of securities.
Continue the Conversation. If you are a financial advisor, and you’d like to learn more about how Capitol Securities can help you expand your business, request our confidential, personalized information package.