Services & Products

"The best service any financial professional can offer to a client is careful listening to your goals and objectives as well as your concerns."

Although many small firms want to build lasting relationships, many simply don't offer the range of financial options that are available through a large wallstreet firms. At Capitol Securities Management we offer both through our affiliation with Pershing LLC.

We believe that we have the perfect balance as our size allows us to provide personal service to all of our clients while at the same time our relationship with pershing LLC allows us to offer the support and breadth of investment choices you would expect from a large wallstreet firm.

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Retirement Accounts
Taxed Deferred Annuities
Asset Allocation & Diversification: Balancing The Risks of Investing
Asset Management
Educational Planning
Estate Planning/ Charitable Giving
Financial Planning - Financial Adviser in Washington, D.C.
Retirement Services
Individual Retirement Accounts (IRAs)
Insurance and Annuities
Life Insurance
Long-Term Care Protection
Managed Accounts
Fixed Income Solutions
Retirement Planning
Trust Services