CAP STRAT

CAP STRAT is an employee-owned, SEC Registered Investment Advisor specializing in independent institutional investment and retirement advisory services, private wealth and asset management solutions. We are a fully independent firm. Neither our firm nor any of our associates have any affiliation to any broker/dealer, investment manager, bank, recordkeeper, insurance company etc. The value of absolute independence is evident in the conflict free research, advice and investment recommendations that we provide our clients. In addition, as a Registered Investment Advisor only, we are prohibited from receiving any compensation from investment managers. All of our revenue is generated from the flat, annual...

Investment advisory,wealth management,retirement consulting,investment planning,401k,private wealth,asset management,fiduciary investment advisory,pension portfolio management,governance support,provider management,and employee engagement

Cap strat operates in the Financial services industry.

Cap strat's revenue is 11m - 100m

Cap strat has 11 - 50 employees.