About Us

Why Choose Capital Portfolio Management?

Because creating an effective financial strategy can help turn your goals into a reality. Whether you are planning for your retirement, preparing for your child’s education, or putting a succession plan in place for your business, CPMI can help.  Consider this – time is a precious commodity in today’s fast paced lifestyle. CPMI is a full-service brokerage firm that gives you MORE of that all-important time with family, time building your business or whatever life throws at you next.

Join the CPMI Team

Interested in Going Independent? Considering offering your clients Mutual Funds?

Capital Portfolio Management, Inc. offers full service support to brokers that share our pursuit of client satisfaction through exceptional service and expertise. Whether you are already a broker at another institution, if you are interested in adding financial products to your existing business, we can help.

Selection

You will have access to clearing services through J.P.Morgan CC and a strong relationship with the top mutual fund companies in the world. As an independent Broker Dealer, we do not offer "in-house" products so you can focus on the investments that are best for the client.

Payout

At CPMI you would enjoy a competitive payout. Your net pay should be much higher than you would receive in most wire houses. We don't hide the numbers from you, so you may find that our concessions are higher than what your current firm pays.

Service

When you work with us, you get the personalized service that sets CPMI apart from other firms. With a family atmosphere and a solid structure that spans two generations, we can offer you the latest technology and old-fashioned service. It is our goal to minimize your headaches so you can focus on building your business. We have experience with helping people just like you make the transition to an independent firm.

As a Full-Service Brokerage, we can offer you a complete investment solution tailored to your specific needs and goals. To get started please give us a call at (410)-667-4575 or (800)-695-4648, or send us an e-mail at [email protected].

Here is the contact info:

Address: 9515 Deereco Road, Suite 1010, Timonium, MD 21093
Phone: 410-667-4575
Toll Free Phone: 800-695-4648
Fax: 410-667-4926
Email: [email protected]