Products & Services

WEALTH MANAGEMENT AND PRESERVATION

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• Business Succession Planning

• Education Funding

• Estate Planning

• Individual Retirement Planning

• Individual Retirement Accounts

• Traditional & Roth IRAs 

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ADVISORY SERVICES

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• Asset Allocation Modeling

• Customized Financial Planning

• Investment Consulting Services

• Cash Management Consulting

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 PORTFOLIO MANGEMENT

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• Customized Portfolio Analysis

• Individually Managed Accounts

• Professional Money Management

• Strategic Investing

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 RETIREMENT PLANS

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• 401(K) Corporate Retirement Plans

• Defined Benefit Pensions Plans

• Money Purchase Pension Plans

• Non-Profit Organizations:

  • Tax Sheltered Annuity - Section 403(b)

  • Non-qualified plans

  • Profit Sharing Plans

  • Defined Benefit Pension Plans

• Public Sector:

  • State & Local Government

  • Section 457 Plans

  • Simple 401(K) Plans

  • SEP - IRAs

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INVESTMENT BANKING

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• Capital City's Investment Banking team is dedicated to providing financing and corporate advisory
  solutions to companies in a range of industries in the United States, Europe, Africa and Asia region.
  Our senior investment banking professional's expertise and innovation allows us to develop a
  customized solution for our clients needs. Our team works closely with issuers, including first-time
  issuers and those with complex situations, to raise private and public capital. We have successfully
  raised capital for our clients by leveraging our institution and private client network.