Manage Account

  • Manage Account
    March 30, 2016 admin

    The needs of High Net Worth individuals are far more complex than those of the typical retail investor. Given the fact that no two High Net Worth individuals have identical needs, a custom designed portfolio is a must. Each client of Cap Growth Fx receives a portfolio designed to meet that client’s unique needs. Perhaps you are looking simply to grow your assets or you have concentrated positions or low-cost-basis securities. Your needs will likely change over time. Your portfolio should reflect the changes in your life. A key to building wealth is making your money work harder for you than you do for it. Investment performance is an important concern of all investors.

    Our investment philosophy emphasizes the importance of compounding long-term capital growth associated with equity investing while maintaining flexibility to shift asset allocations away from equities when our outlook for that asset class is highly negative. Our Investment Policy Committee uses several proprietary models in conjunction with years of industry experience to determine the optimal allocation.

    What you can expect?
    Highly-skilled investment professionals who will actively manage your money.
    A portfolio that maintains a level of risk consistent with your investor profile.
    A team of analysts who do all of the investment research for you.
    A dedicated team of experienced managed account professionals working on your behalf.
    Customized communications to keep you informed of all account activity and performance.
    An annual review to ensure your investment strategy is still appropriate.

    All-inclusive managed account services
    To satisfy this investor-led demand, Cap Growth FX was formed. Single fund and fund of fund managers alike need to address the complex operational and reporting requirements of managed accounts. Cap Growth FX offers a comprehensive portfolio of end-to-end solutions for Individual or Corporate clients including:

    • Investment Account Held In Your Name
    • You deposit your capital at a strictly controlled and regulated financial institution (Our Assigned Broker Dealer)
    • You hold your capital with AA rated Prime banks
    • Only you can withdraw your investment from the account held in your own name
    • As the owner of the account only you are able to authorize trading
    • You are able to monitor the investing processes during the whole investment period.
    • 100% transparency lets you monitor not only your current equity but from anywhere in the world 24/7 365 days a year.
    • The protection of the capital is the most important factor when trading
    • The protection of capital is controlled by a stop loss limit at the regulated broker-dealer
    • Protection growing dynamically with the maximum balance of your account
    • Stable performance, High Returns!
    • Results regardless of economic performance
    • Dynamic real-time reporting on all levels, from account to daily reporting on trades, positions, risk and performance — delivered via a web-based interactive client portal

    Cap Growth FX is the complete financial partner to our clients. We provide the best-managed account services and solutions with unparalleled access to capital and liquidity, Cap Growth FX enables its clients to achieve their strategic financial goals. We look forward to welcoming you as a new client.

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