Loyalty is very important to us, and we focus upon maintaining long-term relationships. This is clearly reflected by the extremely low levels of client turnover and the fact that most of our clients come to us via other client recommendations and referrals.
We offer complete wealth management solutions, such as discretionary portfolio management and investment advisory services which are tailored to meet our clients individual risk-to-reward needs. Our professional solutions will safeguard and protect your personal wealth over a long period of time.
Our comprehensive services also include trade execution, settlement and custody. Where deemed appropriate, this even includes having direct access to the Bank’s Dealing Desk.
Acting as a depositary for investment funds, we have the ability to work with any external broker and sub-custodian. In addition, the extension to our depositary licence under the Alternative Investment Fund Managers Directive (AIFMD) enables us to cater for a wide range of ‘in-scope’ investment funds.
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Investment and Insurance products and services including annuities are:
Not a Deposit • Not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not Insured by any Federal Government Agency
Capital Spring Bank and Investments and their representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
For Capital Spring Bank & Investments:
Investment and insurance products and services including annuities are available through Capital Spring & Investments, the marketing name for Capital Spring & Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of Capital Spring & Investments and affiliate of Capital Spring & Investments.
Mortgage, home equity and credit products are offered by Capital Spring Bank and Investment.