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 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.
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.