CapGroup is an Industry Visionary
Founded in 1983 as an SEC Registered Investment Advisor, CapGroup has consistently sought to be a visionary in our industry as it relates to delivering the best investment advisory experience for our clients. Some key examples include:
- 1992 – CapGroup becomes a charter member of Callan’s Independent Adviser Group, a leading provider of institutional investment consulting, research, due diligence and education.
- 2006 – CapGroup becomes a founding member of Focus Financial Partners, a leading organization of independent investment advisors.
- 2008 – CapGroup introduces the use of a non-traditional investment module focusing on enhancing invesment transparency and liquidity.
- 2010 – CapGroup becomes one of the first Registered Investment Advisors in the country to attain the Centre for Fiduciary Excellence (CEFEX) certification.
We combine an unusual depth of experience and access to institutional level resources to deliver high touch, client-focused investment advisory and wealth management services. As an independent, SEC Registered Investment Advisor (RIA), CapGroup is structurally and legally required to maintain fiduciary responsibility.