In today's complex and ever changing markets, investors need professional guidance more than ever. This requires that an investor have access to all of product and service needed to acheive their goals. Capitol Securities Management applies our Investor First philosphy by providing tailored advice for each clients investment needs. We provide direction in implementing investment solutions not only at the beginning but as your life circumstances and objectives change over time.
Capitol Securities Management offers both fee only and commission based accounts. Unlike most other firms, CSM has no proprietary products and therefore can provide unbiased advice with no conflict of interest. These are the hallmarks of our Investor First philosophy, our belief that integrity and reputation are irreplaceable and are the cornerstones of the way we do business.
Through our association with Pershing Managed Account Solutions, Capitol Securities Management offers you access to an outstanding lineup of respected advisors, plus a choice of approaches ranging from turnkey to fully customized. We offer mutual fund wrap programs, separately managed accounts as well as unified managed accounts.
Managed Account Network®
- Access to leading asset management program providers, including Concord Equity Group Advisors Inc.; Envestnet Asset Management, Inc.; FundQuest Inc.; Lockwood Advisors, Inc. (a Pershing affiliate); Morningstar Investment Services, Inc.; and Tercet Capital LLC
Lockwood Advisors, Inc. provides
- Traditional separately managed accounts - Separately managed accounts from 75 third-party separate account managers
- Lockwood AdvisorFlex Portfolios™ - BNB Advisor-driven unified managed accounts
- Lockwood Investment Strategies - Discretionary unified managed accounts
- Lockwood Asset Allocation Portfolios - Discretionary mutual fund and exchange-traded fund wrap accounts
BNB Wealth Management LLC
For investors seeking commission-free management of their portfolios, BNB offers fee-based investment management and advisory services. No commissions are charged, but rather a set fee is established and compensation is contingent upon the account value. The same low annual fee applies whether there are 5 trades a year or 50.
Please ask to see the BNB Wealth Management account agreement for complete fee schedule as well as terms and conditions
