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].