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About Us

Welcome to the Next Generation
of Investing for Retirement

Our mission is to give investors a new approach to retirement investing. It is our purpose to bring true diversification to investor assets and provide investors with the best possible bucketing portfolio for their given risk.

Our Investment Advantage

Portfolios are constructed around an innovative bucketing model approach which incorporates fundamental, technical, sentiment and momentum factors. Our factors are academically backed and utilized by many of the top investment institutions.

Our People

Our products were created from experienced, innovative, investment experts. Wealth CAP professionals have many years of investment experience in financial services as research analysts, Quantitative portfolio managers and financial technologists.

Process-Driven Approach

At Wealth CAP we have taken sophisticated investment services and made them simple and affordable with our proprietary, innovative investment technology.

 

By employing the latest advances in automated investing we look to not only make your life simpler but also achieve
your retirement goals.

Learn more about our methodology

Freedom to invest where you want in alternative, safe, and traditional investments with
self-directed option.
To learn more call us today at (833) 201-7021.

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