For Investment Advisors
Dedicated to bringing our registered representatives, advisors and their clients comprehensive financial planning strategies along with investment advisory and brokerage services.
are you an existing or prospective investment 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.
CoreCap Advisors is registered with the Securities and Exchange Commission (“SEC”) as an investment adviser. CoreCap Advisors offers investment advisory services to retail investors, which includes portfolio and financial planning services. Portfolio investment decisions are made according to the investment objectives and risk tolerances of each client, and also the client’s stated investment restrictions (if any) and special circumstances. As a relationship-oriented firm, CoreCap Advisors emphasizes individualized attention to a client’s assets and investment needs. Investment decisions are made on a consultative basis with the client or the client’s designated financial advisors, financial planners, attorneys or accountants. Currently, CoreCap Investments has a relationship with TD Ameritrade (“TD”) as the firm’s custodian.
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