Our Services
At CapVest, we pride ourselves on offering a comprehensive range of investment services tailored to meet the diverse needs of our clients. Our mission is to help individuals and businesses achieve their financial goals through expert guidance, diligent research, and a commitment to transparency. Below, you’ll find an overview of the services we provide, each uniquely designed to support your investment journey.
Investment Advisory Services
Our investment advisory services are ideal for clients seeking professional guidance in navigating the complex world of investments. Our team of experienced advisors will work closely with you to understand your financial objectives and risk tolerance, providing personalized investment strategies.
- Personalized Investment Strategy Development: Starting at $1,500
- Ongoing Portfolio Management: 1% of assets under management annually
- Market Research Reports: $300 per report
Wealth Management
CapVest offers comprehensive wealth management services for high-net-worth individuals and families. Our dedicated team aims to grow and protect your wealth through a holistic approach that encompasses investment management, financial planning, and estate planning.
- Comprehensive Financial Planning: $2,000 initiation fee, $500 annually
- Estate Planning Services: Starting at $1,000
- Tax Optimization Strategies: $1,500
Retirement Planning
Plan for a secure and fulfilling retirement with our specialized retirement planning services. We help you create a strategy to ensure you have the resources you need when you need them.
- Retirement Needs Assessment: $400
- Individual Retirement Account (IRA) Setup: $300
- 401(k) Plan Management: 0.75% of assets under management annually
Investment Education & Workshops
CapVest strives to empower clients through education. We offer a range of workshops and seminars aimed at enhancing your financial literacy and investment knowledge.
- Online Investment Workshops: $200 per session
- Personal Finance Seminars: $150 per attendee
- Tailored Corporate Training Programs: Starting at $3,000
Real Estate Investment Services
Our real estate investment services cater to those looking to diversify their portfolios with real estate assets. We guide you through all aspects of real estate investments, from market analysis to property management.
- Real Estate Market Analysis: $500
- Investment Property Acquisition: 2% commission on purchase price
- Property Management Services: 10% of monthly rental income
Alternative Investments
Diversification is key to a robust investment strategy. Our alternative investment services provide access to unique opportunities, including private equity, hedge funds, and commodities.
- Private Equity Investment Opportunities: Minimum investment of $50,000
- Hedge Fund Investment Consulting: 1.5% of assets under management annually
- Commodity Trading Advisory: $1,000 per month
Risk Management & Compliance Services
In an ever-changing market landscape, managing risk is essential. Our team helps identify, evaluate, and mitigate investment risks while ensuring compliance with current regulations.
- Risk Assessment and Analysis: $800
- Compliance Audit Services: Starting at $2,500
- Ongoing Risk Monitoring: $500 per month
Corporate Investment Services
CapVest offers tailored services for corporations looking to enhance their investment strategies and treasury management. We work with businesses of all sizes to optimize their financial resources.
- Corporate Financial Strategy Development: $3,000
- Treasury Management Consulting: $1,500
- Employee Stock Ownership Plans (ESOPs): Starting at $4,000
Client Support & Relationship Management
At CapVest, we believe in fostering strong relationships with our clients. Our support team is available to address any queries you may have, ensuring a seamless experience throughout your investment journey.
- Dedicated Client Relationship Manager: $1,000 per year
- Quarterly Review Consultations: $300 per session
- 24/7 Client Support Access: $200 per month
Conclusion
CapVest is dedicated to providing exceptional investment services that meet the varied needs of our clients. Whether you’re an individual investor seeking to grow your wealth or a corporation looking to optimize your financial strategy, our team is here to help. Contact us today to explore how we can work together to achieve your financial goals.
