General Info

Founded in 1983 as an SEC Registered Investment Advisor, CapGroup has consistently sought to be a visionary in our industry as it relates to delivering the best investment advisory experience for our clients. Some key examples include:1992 - CapGroup becomes a charter member of Callan's Independent Adviser Group, a leading provider of institutional investment consulting, research, due diligence and education.2006 - CapGroup becomes a founding member of Focus Financial Partners, a leading organization of independent investment advisors.2008 - CapGroup introduces the use of a non-traditional investment module focusing on enhancing invesment transparency and liquidity.2010 - CapGroup becomes one of the first Registered Investment Advisors in the country to attain the Centre for Fiduciary Excellence (CEFEX) certification.