Financial Clearing

At Cape, we have a deep understanding and appreciation for the principle of fee-based management and advice. Our advisors turn to us for guidance on client centric solutions and array of available products and services. 

Cape offers you a choice of established custodians for your advisory assets with recognized leaders such as:

• Charles Schwab Institutional
  
  
• TD Ameritrade Institutional
  
  
• SEI
  
  
• AssetMark