Description
CapFinancial Partners, LLC, an investment research and fee-based advisory company, provides retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. It offers institutional services, including fiduciary advisory, investment advisory, provider analysis, nonqualified advisory, executive financial planning, and participant education and advice; and private wealth services, which include financial and estate planning, investment advisory, holdings evaluation, cashless stock options, manager search and selection, composite reporting, and trust services. The company also provides various services for executives and affluent individuals, such as coordinating, developing, and implementing financial and estate plan strategies; coordinating trust services, including individual, charitable, revocable, and irrevocable; developing tax efficient investment strategies; searching and selecting investment managers; analyzing the impact of concentrated positions on overall portfolio; exercising cashless stock options; protecting or converting low cost basis security holdings; and reporting for consolidated/composite portfolios. In addition, it offers services for professional athletes, such as providing strategic financial planning for retirement income when playing career ends; budgeting and cash flow analysis; developing asset allocation strategy and investment policy; searching and selecting investment managers; monitoring investment performance; providing estate planning advice; and consulting on post-career business interests. The company was founded in 1989 and is based in Raleigh, North Carolina with additional offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Kansas, Massachusetts, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington, D.C.; and Columbia, Missouri.
Corporate Address
4208 Six Forks Road Suite 1700 Raleigh, NC27609 United States of America
United States of America
919-870-6822
Tags:
Investment Research, Financial Research, Research Development, Institutional Research, Management Research, Research Consulting