Resources
Our Core Values
We're by your side throughout the entire race.
just because you're independent,
doesn't mean you're alone
Industry-Leading Technology
Our single sign on solution through Amplify provides you with integrated technology for all of your client’s service, portfolio management, client onboarding, third-party portfolio strategy and reporting needs.
Personalized Service
Your relationship manager is dedicated to providing you with accurate and timely solutions for your business so you can focus on the needs of your clients.
Unparalleled Value
Our operational support, compliance review and technology tools allow you to focus on exceeding your client’s goals and objectives while maintaining your autonomy and competitive edge.
OUR CORE
VALUES
trust, integrity & honesty
people first
always innovate
commitment to excellence
be all in
bias towards action & results
our wide range of
products & services
At CoreCap, you will gain independent advice and research on a vast array of products and services that will allow you to compete with the largest firms in the financial industry. CoreCap, through its relationship with M&O Marketing, maintains a full-service insurance desk offering annuities, long term care, life insurance, disability income insurance, and 401 (k) options which allows you to help meet your client’s goals and objectives.
We are dedicated to bringing our advisors and their clients comprehensive financial planning strategies, investment advisory and brokerage services. Advisors also have access to marketing, creative and public relations services to help them grow their business.
structured products
alternative investment desk
model creation & management
advisor support desk
assigned relationship manager
Fixed Annuities
attorney collaborative network
succession planning
mergers & acquisitions
advisor recruiting