Build Success & Flexibility as an Advisor
Being independent doesn’t mean you have to be alone. We can provide the valuable support you need to build your practice from the ground up while staying true to your vision for your business. When you join our team, you’ll have access to our wealth of experience, carefully curated resources, powerful tools and extensive support. We’ll help you manage the details of running a business, so you can focus on what it’s built on: your clients.
Experienced Advisors
Insurance advisors
Be Independent and Supported
You gain independence and support when you join Cape Investment Management as an advisor. Our collaborative environment ensures that you have the freedom to build your own book while benefiting from a robust network of experienced professionals and resources. We want our advisors to be empowered to excel in their roles with confidence and guidance.
Empowering Advisors and Enriching Lives
Our passion and mission extend beyond financial expertise. We care for our advisors and employees, fostering a supportive environment where we prioritize personal growth. Our other commitment is caring for our clients and understanding their unique needs and aspirations. We provide tailored financial solutions and support. Our motivation is the positive impact on all the lives we touch.
Wealth Management Solutions
We offer a range of solutions to help manage client wealth. Help grow wealth with fund selection, asset allocation guidance, and more.
Advanced Planning Team
You're always supported. Our in-house team of highly credentialed legal and tax specialists can help you solve clients' needs.
Retirement Planning Solutions
Be empowered to show clients, in a single meeting, how they can have enough money in retirement.
AdviceWorks
Data-Driven Investing
AdviceWorks is a platform providing advisors with tools to track portfolio performance, market trends, and other critical indicators. Whatever your goals, data and metrics enable you to stay up-to-date and make timely, informed decisions that benefit your clients.
MarketingCentral
Personalized Marketing
In collaboration with Cetera, we offer MarketingCentral, providing advisors with a suite of marketing materials that are easy to personalize and schedule. Boost your marketing efforts so you can stay in touch with clients on a regular basis.
Legacy Builder
Values-Driven Succession Planning
With Legacy Builder, you’ll have access to full-service solutions designed to ensure you have a succession plan in place with a qualified buyer ready to continue your legacy. With this tool, you can make sure your legacy is secure and reflective of your values.