Wealth Management

CP Capital provides personalized, superior, financial services to every client. Our open architecture platform allows us to truly focus on your financial objectives, while offering you complete flexibility from our vast array of financial instruments designed to simplify your complex financial lives into a comprehensive, consolidated brokerage account.

Our Services

Equities & Options

Our experienced equity traders provide you with personalized service and market access on the exchanges for a wide range of financial instruments for your trading needs.

Emerging Markets

Countries with less developed but quickly growing economies are considered emerging markets. These markets can often be volatile, but offer potentially high returns. Through CP Capital you can access numerous funds targeting these emerging markets and access to several institutions through our numerous relationships with bond desks to obtain the most competitive pricing.

Fixed Income

Our Fixed Income Desk is comprised of traders who specialize in different segments of the fixed income market. You will be able to leverage their experience to help you develop personalized strategies.

Fixed Income Products include:

  • High Yield Bonds
  • U.S. Treasuries
  • Corporate Bonds
  • Municipal Bonds
  • Certificates of Deposit

Mutual Funds

Offshore Funds

CP Capital Securities has identified several premier offshore funds that offer our eligible international clients significant tax benefits. These funds include MFS Meridian, Franklin Templton, Legg Mason, Alliance Bernstein, Man Investments and others.

Institutional FundNetwork

CP Capital Securities has access to not only one of the largest arrays of mutual funds in the industry with more than 11,000 share classes from over 400 fund complexes.

Retirement Planning

Achieving your life goals takes sound financial planning. CP Capital offers a full range of retirement plan options for individuals and businesses including:

  • Individual Retirement Accounts (IRAs)
  • Roth IRAs
  • Simple IRAs
  • Simplified Employee Pension Plans (SEP)
  • 401(k) and 403(b)
  • Tax-sheltered Custodial Accounts (TSCA)
  • Profit Sharing Plans (PSP) 

Money Markets

Invest your cash in your choice of money market accounts. Accounts include daily funds, corporate reserves, and state tax free funds (in specific states only; residency restrictions apply).

Alternative Investments

We offer access to a range of Alternative Investments which include hedge funds, managed futures and commodities.  This list available upon request.