Capital Management Group provides investors with several investment services including:

     o Private Wealth Management

     o Financial Planning

     o Various Brokerage Services

     o Investor Education Tools

Planning for College Savings & Retirement Income

Investment Instruments: 

     o Bonds

     o Stocks

     o Mutual Funds

     o Annuities

     o Foreign Currencies

What makes us unique from our competition? Why choose us???

     o Quality customer service, one on one proactive approach

       to managing the client's assets.

     o Place strong emphasis on building a long-term         

        relationship with each client.

     o We believe in portfolio diversification.

     o We invest in the currency markets.

     o We implement a managed account investment process which

        includes the following steps:

          * An in-depth analysis of the client's financial needs.

          * Determine appropriate investment objectives for each individual  

            client.

          * Setting financial goals for each individual client and work towards attaining those

            particular goals.

          * Reflect on established goals quarterly in order to assure that an enduring effort is

            being made to maintain progress in achieving set goals.

Money Managed Accounts for Clients

     o A money managed account is a portfolio of stocks, bonds, mutual funds, annuities, and

       foreign currency chosen by a professional investment advisor in order to achieve a

       specific objective, for example long term growth or current income.

     o Our responsibility in money management is to actively monitor and manage a clients

       financial position by evaluating, adding, and selling investments in response to

       changing economic conditions or shifting of individual holdings.

     o Money Managed accounts are often very beneficial to those investors who may be

       uncertain about what securities to choose for their portfolios, how long to hold onto

       certain securities, and when to sell these securities.