Products & Services
Dedicated to bringing our registered representatives, advisors, and their clients comprehensive financial planning strategies along with investment advisory and brokerage services.
our wide range of products and 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 variables. 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.
Investment Advisory Services
CoreCap Advisors provides investment advisors with the support of our experienced staff to help them provide investment advisory services to clients. CoreCap Advisors provides the technology, resources, and tools needed to focus on client assets and investment needs.
Practice Management
We will partner with you to evaluate your current book of business and develop strategies to grow and expand your reach within your local market. We have over 50 years experience in the brokerage and investment advisory industry to help guide your business expansion.
Brokerage Services
CoreCap Investments primarily offers products such as mutual funds, variable insurance products, equities, bonds, and other products.
Insurance services
Our relationship with M&O Marketing provides a full-service insurance desk with industry leading products and the planning to help you and your clients meet their goals and objectives.