WEALTH MANAGEMENT

Excel Capital 
, Custodian
Why Choose Us ?

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. 

Fidelity Investments, provides custdial, clearing and brokarage services. Fidelity Investments is one of the world's largest provider of financial services with more than 60 years of reputation and custodial assets more than $3.5 trillion.

A Powerful Combination

 

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.

Unique Inome 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.

 

 

Insurance Protection

 

Peace of mind knowing that securities in the accounts carried by our custodian Fidelity Investment and its subsidiary National Financial Services are protected in accordance with the Securities Investor Protection Corporation (SIPC); for up to $500,000 including cash claims to $250,000. The custodian has arranged for additional protection for cash and protected securities to supplement its SIPC coverage. This additional protection covers Total Account Net Equity in excess of the $500,000/$250,000 coverage provided by SIPC. Niether coverage protects against a decline in the market value of securities.

Location

12 Stratford Ct. 

Warren, NJ 07059

Call

800-301-3388; 

908-431-1770

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© 2013 Excel Capital Management Corp