Services

Capital Cities Investments' platform offers three levels of service to suit your needs and career stage.

LEVEL 1

Institutional Sub Advisory

Above $5 Million

Customized Investment Portfolio Construction
Monitoring and Risk Management Advisory
Ongoing Investment Manager Due Diligence
Quarterly Investment Committee Record
Access to Cap Cities' Analysts

LEVEL 2

Private Wealth Management

$1 to $5 Million

Coordinated Financial, Tax, and Estate Planning
Portfolio Construction and Monitoring
Customized Risk Management
Dedicated Relationship Team

LEVEL 3

Planning & Asset Management

$250 Thousand to $1 Million

Financial Planning
Portfolio Construction and Monitoring
Dedicated Relationship Manager