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Believe there is a great power silently working all things for good, behave yourself and never mind the rest." Beatrix Potter

You deserve a strategy that can adapt to your needs.

We create financial strategies tailored to your goals.

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<strong>Financial Professionals</strong>

Financial Professionals

Your affiliation with Cape Investment Advisory offers the flexibility of associating with custodians such as Schwab, SEI and Hilltop Securities.

At Cape Investment Advisory, we offer a menu of investment solutions such as the ability to provide:  written financial plans, Investment Manager Strategies (both IAR directed or third party solutions), insurance solutions through our affiliate Cape Insurance, and retirement plan advice to your clients. For IAR's who choose to not leverage their professional expertise for investment research, portfolio construction, and trade execution, Cape offers a menu of third party managers. Investment Advisor Representative's may use managed accounts, unified managed account, mutual fund and ETF portfolio models.

See what we have to offer.

<strong>Individuals</strong>

Individuals

Achieving the level of financial security that supports your lifestyle and goals is vital to living life to the fullest. Whether you’re investing to build your legacy, growing a nest egg to enjoy retirement, or providing for your kid’s college education, Cape Investment Advisory can help with expert advice complimented by a robust suite of products and services.

Find out how to pursue your dreams.

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