Business: an SEC Registered Investment Advisor

Cape can be a safe haven for financial professionals who truly wish to be independent. We embrace your professional needs and strive to provide the home office support that you need to help you succeed in our industry. We have developed a flexible and adaptable model that can be plugged into your business vision  and support your goals.

As for clients passionate about planning and investing for their future, Cape can provide access to various financial planning tools and multiple money managers. Becoming a Cape investment advisor representative can help your clients reach their goals and evaluate their attitudes toward risk - all with the goal of developing a personalized investment approach.

Through our network of advisors, you can tap into their varied knowledge and skill.  Cape already provides access to some of the most sophisticated investment platforms available that utilize select investments across multiple asset classes.

Come find out what Cape is all about and contact us today!!