Why CoreCap Investments?

We invite you to discover our website & contact us to discover the corecap difference

our mission

A Real Home for Advisors Who Crave Real
Independence

CoreCap Investments 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.

expertise

Why You Need the CoreCap Investment Advisors

For Financial Advisors

Our goal is to partner with those advisors who represent the best in our industry and provide them with everything they need to meet their client’s goals and objectives.

For Clients

Dedicated to providing you with all the necessary resources and tools available to match you up with an advisor that suits your needs, along with helpful links and logins.

Business Resource tools

Our goal is to partner with those advisors who represent the best in our industry and provide them with everything they need to meet their client’s goals and objectives.

At CoreCap Investments, our business revolves around our values

We are committed to providing the highest level of dedication and support to our financial 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

You have the support of our experienced investment banking desk to help you and your clients with mergers and acquisitions, recapitalization/restructuring, private financing solutions and advisory services.

exchange market products

RBC Capital Markets Corporation is a member of the NYSE, AMEX, CHX, CBOE and PSE and has execution capabilities on all principal exchanges. RBC Capital Markets Corporation is owned by Royal Bank of Canada, which trades under the symbol RY on the New York Stock Exchange.

Brokerage Services

Products including equities, mutual funds, exchange traded funds, options, and variable annuities. Along with a full-service insurance desk, we also maintain a dedicated fixed income team focused on helping you build portfolios tailored to your clients' needs.

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.

work with us

Join the team

We’re looking for true individuals. People with the courage to take chances. Who understand that making a difference takes passion, patience, and persistence.

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Latest news.

News from around the world of industry selected by us.

APRIL

Hot Topic: Government Acts to Blunt Financial Impact of Global Pandemic

A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.

OCTOBER

Could a Health Savings Account Help Strengthen Your Retirement Plan?

In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.

Setting a Retirement Savings Goal

This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.

Protection to Help Your Family

Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.

Unparalled dedication & support

Ask us anything.

have you read this yet?

Form CRS – CoreCap Investments

have you read this yet?

Form CRS – CoreCap Advisors

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