Broker Check

Expand Your Services and Products

A significantly greater selection in services and products allows you to more effectively customize a wealth planning solution for your clients. A fully customizable asset allocation and portfolio management program offered by CapitalCrest, will more effectively accommodate your business model and your clients’ needs.

The broker/dealer we have selected, Cambridge Investment Research, offers a truly open architecture, with transparent, discounted, a la carte pricing on the widest possible selection of quality services and products. Cambridge has the broadest offering of commission and fee-based options, multiple custodians from which to custody and manage your clients’ assets and a generous list of third party money managers to select from. Cambridge has relationships with

multiple insurance marketing firms, each representing a long list of insurance carriers and has the in-house capability to assist you in customizing complex cases.