The Capital Group

1 reviews

+1 (301) 214-7666

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6720 Rockledge Dr, #B Ste 400

Bethesda, MD 20817

+1 (301) 214-7666

http://www.capgroupfinancial.com

Founded in 1983 as an SEC Registered Investment Advisor, CapGroup has consistently sought to be a visionary in our industry as it relates to delivering the best investment advisory experience for our clients. Some key examples include:1992 - CapGroup becomes a charter member of Callan's Independent Adviser Group, a leading provider of institutional investment consulting, research, due diligence and education.2006 - CapGroup becomes a founding member of Focus Financial Partners, a leading organization of independent investment advisors.2008 - CapGroup introduces the use of a non-traditional investment module focusing on enhancing invesment transparency and liquidity.2010 - CapGroup becomes one of the first Registered Investment Advisors in the country to attain the Centre for Fiduciary Excellence (CEFEX) certification.

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5.01 reviews

Zach D.

7/18/2014

Lisa from the Capital Group has been helping us with our insurance issues we have had when our company was looking at switching them around. Due to unforseen circumstances our insurance went...

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