Our Why/Our Clientele
We formed StrategyCap Inc. because of our genuine interest in our client’s “Why?”. Our clientele is passionate about the work they do, the activities they enjoy, and the businesses they run. They genuinely care about their families, their communities, and their relations.
As successful business owners, professionals and retirees, they also care about the impact of their most important decisions. They are interested and willing to dedicate resources in exchange for results driven by our collaborative insight, leadership and integrity.
They recognize that personal wealth management and financial planning can be complicated, and is riddled with additional challenges when they own a business. They recognize that decision-making is enhanced, more purpose-driven and targeted when we work collaboratively with them and their other advisors after we have developed appropriate context and perspective. We excel at making sense of complex matters.
Our business model is fine tuned to help meet our clientele's needs. Our adaptive approach and customized process coupled with our experience and training helps to identify opportunities and spot issues that our clientele generally cannot identify on their own. They consistently tell us that they appreciate our collaborative approach, and our facilitating effective discussion and decision making. Our meetings often include our clients and their other advisers at the same table.
We do what we do because our talents, skills, passion, training and business design permit us to offer a highly customized approach to meet the varying needs of our clientele, helping them in areas that matter most to them. We are passionate about helping our clients and delivering value.
Check out our background on FINRA’s BrokerCheck at http://brokercheck.finra.org
Integrity
Leadership
Our Clientele appreciate:
Collaborative Insight
We Offer:
Independence / Our Broker-Dealer
Just as you have the opportunity to choose your advisors, we in turn can choose our independent broker-dealer. As an independent financial firm, we are not an employee of an investment or financial services firm – we are independent business owners. This makes a significant difference for our clientele, as we have the freedom to focus on what is best for you and your financial goals. We are not pressured or distracted by corporate interests. We are excited to be affiliated with Cambridge Investment Research, Inc. (Cambridge), an independent broker-dealer with shared values – integrity, commitment, respect, and providing our clients true value. Together, we focus on a common priority – you.
As one of the most respected and largest privately held independent broker-dealers in the U.S., Cambridge is owned entirely by its management and financial professionals. With Cambridge, we have total independence as to how we operate our financial services business while they provide all of the back office support in compliance, marketing, licensing, and regulation. They also provide access to a fantastic network of people, products, and resources, enabling us to customize a financial plan for you designed to help you reach your most important financial goals. Through Cambridge, we have the ability to serve in a fiduciary capacity, which means that your interests come first. We also have access to a wide range of diversified financial products and a wealth of investment resources to meet your investment planning and risk management needs.
We also appreciate that Cambridge took the time to understand our client-centric business model along with our capabilities. This in turn permits us to offer business consulting services through StrategyCap Inc. to supplement our offerings as investment advisor representatives of Cambridge. This provides us the ability to coordinate and collaborate with our business owner clientele and their other advisors in a truly wholistic and comprehensive manner.
We formed StrategyCap Inc. because of our genuine interest in our client’s “Why?”. Our clientele is passionate about the work they do, the activities they enjoy, and the businesses they run. They genuinely care about their families, their communities, and their relations.
As successful business owners, professionals and retirees, they also care about the impact of their most important decisions. They are interested and willing to dedicate resources in exchange for results driven by our collaborative insight, leadership and integrity.
They recognize that personal wealth management and financial planning can be complicated, and is riddled with additional challenges when they own a business. They recognize that decision-making is enhanced, more purpose-driven and targeted when we work collaboratively with them and their other advisors after we have developed appropriate context and perspective. We excel at making sense of complex matters.
Our business model is fine tuned to help meet our clientele's needs. Our adaptive approach and customized process coupled with our experience and training helps to identify opportunities and spot issues that our clientele generally cannot identify on their own. They consistently tell us that they appreciate our collaborative approach, and our facilitating effective discussion and decision making. Our meetings often include our clients and their other advisers at the same table.
We do what we do because our talents, skills, passion, training and business design permit us to offer a highly customized approach to meet the varying needs of our clientele, helping them in areas that matter most to them. We are passionate about helping our clients and delivering value.
Check out our background on FINRA’s BrokerCheck at http://brokercheck.finra.org
Integrity
- We Offer Independence and Objective Thinking
- We Serve Our Clientele as Fiduciaries
- Our Clients Needs and Interests Come First
- We Believe in Transparency
- We Stand by Our Commitments to Our Clientele
Leadership
Our Clientele appreciate:
- Our Leadership, Advice and Guidance
- Our Pro-activity
- Our Willingness to Take Responsibility
- Our Active Leadership Role Navigating Them Through the Financial Planning Process and Related Implementation
- Our Action Orientation
- Our Ability to Facilitate Communication and Effective/Purposeful Decision Making
Collaborative Insight
We Offer:
- Enhanced Content Through the Development of a Comprehensive Strategic Plan
- Focus on Identifying and Assessment of Opportunities
- Blind Spot Identification and Awareness
- Supplemental Thinking
- Through Analysis
- Collaboration and Coordination With You and Your Other Advisors
Independence / Our Broker-Dealer
Just as you have the opportunity to choose your advisors, we in turn can choose our independent broker-dealer. As an independent financial firm, we are not an employee of an investment or financial services firm – we are independent business owners. This makes a significant difference for our clientele, as we have the freedom to focus on what is best for you and your financial goals. We are not pressured or distracted by corporate interests. We are excited to be affiliated with Cambridge Investment Research, Inc. (Cambridge), an independent broker-dealer with shared values – integrity, commitment, respect, and providing our clients true value. Together, we focus on a common priority – you.
As one of the most respected and largest privately held independent broker-dealers in the U.S., Cambridge is owned entirely by its management and financial professionals. With Cambridge, we have total independence as to how we operate our financial services business while they provide all of the back office support in compliance, marketing, licensing, and regulation. They also provide access to a fantastic network of people, products, and resources, enabling us to customize a financial plan for you designed to help you reach your most important financial goals. Through Cambridge, we have the ability to serve in a fiduciary capacity, which means that your interests come first. We also have access to a wide range of diversified financial products and a wealth of investment resources to meet your investment planning and risk management needs.
We also appreciate that Cambridge took the time to understand our client-centric business model along with our capabilities. This in turn permits us to offer business consulting services through StrategyCap Inc. to supplement our offerings as investment advisor representatives of Cambridge. This provides us the ability to coordinate and collaborate with our business owner clientele and their other advisors in a truly wholistic and comprehensive manner.
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC Investment Adviser Representative Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered investment Adviser. Cambridge and StrategyCap Inc are not affiliated.
This communication is strictly intended for individuals residing in the states of AK, AZ CA, IN, KS, NY, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Check out our background on FINRA’s BrokerCheck at http://brokercheck.finra.org.
This communication is strictly intended for individuals residing in the states of AK, AZ CA, IN, KS, NY, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Check out our background on FINRA’s BrokerCheck at http://brokercheck.finra.org.