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CoreCap Investments was founded with a very specific purpose -- to optimize the time, talent, and entrepreneurial spirit of the independent financial advisor. CoreCap's mission is to accelerate the growth of a financial advisor's sincere desire to serve his or her clients with proficiency, integrity and objectivity.

Our goal is to partner with those advisors who represent the best in our industry and provide them with competitive compensation, and the service, support, tools and technology they need to meet their client's goals and objectives. 

Unparalleled Dedication & Support

Above all else, CoreCap is committed to providing the highest level of support and assistance to our financial advisors. Our staff is dedicated to providing you with accurate and timely solutions to your business needs so you can focus on the needs of your clients.

Along with our experienced support staff that helps advisors and their clients with day-to-day client service requests and requirements, CoreCap clears through RBC Correspondent Services which offers our advisors extensive products and services.

RBC Correspondent Services is a division of RBC Capital Markets Corporation. RBC Capital Markets Corporation  is a member of the NYSE, AMEX, CHX, CBOE and PSE and has execution capabilities on all principal exchanges. RBC Capital Markets Corporation is owned by Royal Bank of Canada, which trades under the symbol RY on the New York Stock Exchange.

 

Products & Services

At CoreCap, you will have independent advice and research on a vast array of products and services that will allow you to compete with any full-service wire house. A sample of products includes equities, mutual funds, exchange traded funds, options, and variable annuities. CoreCap, through its relationship with M&O Marketing, maintains a full-service insurance desk with industry leading products and planning to help you and your clients meet their goals and objectives. Along with a full-service insurance desk, CoreCap also maintains a dedicated fixed income team focused on helping you build portfolios tailored to your clients' needs.

In addition, you will have the support of our experience investment banking desk helping you and your clients with, but not only with, mergers and acquisitions, recapitalization/restructuring, private financing solutions and advisory services along with commercial real estate financing.

Stronger Client Relationships

Advisors measure their success by the ability to meet their client's goals; at CoreCap, we are held to the same standard in our ability to help advisors achieve their goals.

For more information:

Jason Steeno, President, CoreCap Investments, CoreCap Advisors

Jason.Steeno@corecapinv.com