Being Independent Doesn't Mean You're Alone
Dedicated to bringing our registered representatives, investment advisors and their clients comprehensive financial planning strategies along with investment advisory and brokerage services.
Are you an Existing or Prospective Registered Representative or Advisor?
Our goal is to partner with those registered representatives and investment advisors who represent the best in our industry and partner with them while providing competitive compensation and the service, support, tools and technology they need to meet their client’s goals and objectives.
our mission
Being independent doesn't mean you're alone
CoreCap was founded with a very specific purpose — to optimize the time, talent, and entrepreneurial spirit of the independent financial advisor. CoreCap’s mission is to accelerate the growth of a financial advisor’s sincere desire to serve his or her clients with proficiency, integrity and objectivity.
At CoreCap, our business revolves around our values
We are committed to providing the highest level of dedication and support to our investment advisors.
Partnership
We partner with those advisors who represent the best in our industry and provide them with competitive compensation, and the service, support, tools and technology they need.
Independence
At CoreCap, you will have independent advice and research on a vast array of products and services that will allow you to compete with any full-service wire house.
Relationships
Advisors measure their success by the ability to meet their client's goals; at CoreCap, we are held to the same standard in our ability to help advisors achieve their goals.
Our Products & Services
We devote millions to arming our advisors with the technology and resources they need to meet their client's goals and objectives.
Investment Advisory Services
CoreCap Advisors provides investment advisors with the support of our experienced staff to help them provide investment advisory services to clients. CoreCap Advisors provides the technology, resources, and tools needed to focus on client assets and investment needs.
Practice Management
We will partner with you to evaluate your current book of business and develop strategies to grow and expand your reach within your local market. Our principals have over 50 years experience in the brokerage and investment advisory industry to help guide your business expansion.
Brokerage Services
CoreCap Investments primarily offers products such as mutual funds, variable insurance products, equities, bonds, and other options amongst other products.
Insurance services
Our relationship with M&O Marketing, maintains a full-service insurance desk with industry leading products and planning to help you and your clients meet their goals and objectives.
Unparalled dedication & support
Ask us anything.
