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CLIENT BENEFITS

 

INCOME

Capes can help you meet your income needs through selected high quality investments in U.S. Treasury, U.S. government agency, corporate debt and higher yielding equities, and tax exempt bonds.

 

PEACE OF MIND

Your investment portfolio is tailored to your individual needs (no two portfolios are the same). We place a lot of emphasis on being sensitive to your ability to tolerate a market decline, and will manage your account accordingly.

 

WORK WITH EXPERIENCE

You may be very interested in the financial markets yourself and like to do your own investing. Using Capes allows you to work with a team that not only has considerable depth of experience, but devotes itself daily to investment matters.

 

UNDERSTANDING

You may want to understand more about stocks, bonds, and financial markets. We are happy to discuss with you our thoughts about markets and investments as we make them. We believe that the better informed you are, the more you will appreciate our work.

 

PERSONAL LONG TERM RELATIONSHIPS

We like to provide personal attention, meeting as often as you wish to discuss your account.

 

PROBLEM SOLVING

You may have an estate planning problem, a problem of passing on your ownership in a business, or just want to know that your financial affairs are coordinated and meet your objectives. Our ability to introduce you to specialists in the community will help you solve these problems.

 

LOCAL ADVISORS

Principal management and staff live in Hampton Roads.

 

 

Products and services mentioned on these web pages may not be available for residents of certain states and are are intended for persons in the US only. Please consult the sales restrictions relating to the service in question. For further information, please refer to th  Capes Capital Management, Inc. (CCM) Disclosure Brochure Form ADV Parts 2A and 2B.  CCM's Form ADV Parts 2A & 2B, CCM Privacy Policy, and CCM Code of Ethics are available upon request.

 

Monroe Capital Partners, LLC (MCP) is an affiliated registered investment advisory firm.  MCP's Form ADV Parts 2A & 2B are available upon request.

 

© Capes Capital Management, Inc. 2014. All rights reserved.

 

Capes Capital Management, Inc.

Towne Pavilion Center I

2101 Parks Avenue, Suite 103

Virginia Beach, VA  23451

 

757-622-8514 (Phone)

757-622-8441 (Fax)

 

www.capescap.com

 

Office Hours:

Monday - Friday:  9:00am - 5:00pm

Saturday & Sunday:  By Appointment