Securities
Private Clients
CP Capital Securities 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.
Products & Services:
- Equities & Options
- Emerging Markets
- Fixed Income
- Mutual Funds
- Retirement Planning
- Asset Management
- Money Markets
- Alternative Investments
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.
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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.
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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
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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, Sun Life Financial, 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, but also Fidelity Management & Research Company’s (FMR’s) investment management expertise. In addition to the extensive Fidelity line of funds, you can access thousands of non-Fidelity funds from hundreds of fund families.
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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)
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Asset Management
Our in-house financial advisors are available for all of your investment needs. Additionally, we have partnered with more than 19,000 advisors worldwide which offer a wide variety of fee-based options depending on your risk tolerance profile. We provide a managed account solution that merges the expertise of top investment managers, fee based investment products and financial technology designed to offer the best solutions for you.
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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).
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Alternative Investments
We offer access to a range of Alternative Investments which include hedge funds, managed futures and commodities. This list available upon request.
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