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