Custody & Clearing Provided By Fidelity Investments
_edited.png)
WEALTH MANAGEMENT
Why Choose Us ?
A Powerful Combination of Excel Capital Management & Fidelity Investments (Custodian)
Dedicated advisor working for you & with you.
Profit from our unique investment strategies and experience spanning over a quarter century.
Invest with confidence in individual stocks, domestic/international ETFs, sector funds, foreign ADRs, mutual funds, bonds, conservative, covered call options and more.
Choice of over 6,200 mutual funds from more than 430 fund families. Most are no load and no transaction based.
Diversification to reduce risk and maximize gains.
Satisfying the investment needs of high net worth clients and receiving referrals.
Extensive research and market analysis, backed by sound investment principles and discipline, we seek to produce solid long term returns for our clients. Our investment advice is based upon in-depth knowledge and experience in stocks, exchange traded funds (ETFs), mutual funds, bonds, options and other investment vehicles.
Unique Income Generating Strategy through sale of covered call options on stocks and ETFs that can enhance gains in the fluctuating stock markets and offset advisory fees.
Custodian
Fidelity Investments, provides custodial, clearing and brokerage services. Fidelity Investments is one of the world's largest provider of financial services with more than 60 years of reputation and more than $10.3 trillion in assets under administration.