|
WEALTH MANAGEMENT AND PRESERVATION
- Business Succession Planning
- Education Funding
- Estate Planning
- Individual Retirement Planning
- Individual Retirement Accounts
- Traditional & Roth IRAs
ADVISORY SERVICES
- Asset Allocation Modeling
- Customized Financial Planning
- Investment Consulting Services
- Cash Management Consulting
PORTFOLIO MANGEMENT
- Customized Portfolio Analysis
- Individually Managed Accounts
- Professional Money Management
- Strategic Investing
RETIREMENT PLANS
- 401(K) Corporate Retirement Plans
- Defined Benefit Pensions Plans
- Money Purchase Pension Plans
- Non-Profit Organizations:
- Tax Sheltered Annuity - Section 403(b)
- Non-qualified plans
- Profit Sharing Plans
- Defined Benefit Pension Plans
- Public Sector:
- State & Local Government
- Section 457 Plans
- Simple 401(K) Plans
- SEP - IRAs
INVESTMENT BANKING
- Capital City's Investment Banking team is dedicated to providing financing and corporate advisory
solutions to companies in a range of industries in the United States, Europe, Africa and Asia region.
Our senior investment banking professional's expertise and innovation allows us to develop a
customized solution for our clients needs. Our team works closely with issuers, including first-time
issuers and those with complex situations, to raise private and public capital. We have successfully
raised capital for our clients by leveraging our institution and private client network.
|
|
|
