At Round Table Capital Management, our services start and end with you as the central focus. After your initial Investment Portfolio Review and Discovery session, a highly experienced CERTIFIED FINANCIAL PLANNER™ will begin constructing a goals-based wealth plan with you. Round Table Capital Management is a full service, open-architecture, registered investment advisory firm with access to over 10,000 mutual funds from over 190 mutual funds families. In addition, we offer stocks, options, bonds, ETFs and fee-based asset management portfolios. We have developed time-tested automated portfolios that embrace and adhere to our core philosophy. Our financial professionals also maintain insurance licenses, allowing Round Table to offer risk management solutions for our clients.
- Goals-Based Wealth Planning
- Investment portfolio management
- Discretionary rules-based Investment portfolios
- Risk management advice and solutions
- Hourly financial planning services