THE CAPITAL ADVANTAGE A program that enables clients to participate in managed no-load mutual funds and take advantage of an asset allocation strategy based on investment needs and objectives.

THE CAPITAL ADVANTAGE PLUS A program that assists clients in developing a comprehensive financial plan that includes a wide range of investments that allows Capital Securities to directly manage their equity portfolio. 

THE PORTFOLIO CONSULTING SERVICES program provides our clients with the ability to select from a unique group of external equity portfolio money management advisory firms that have an exceptional track record.