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For many members the key to successful investing is in the strategic allocation of their assets. CAP COM Financial Services offers Strategic Asset Management (SAM) from LPL Financial. SAM is a time-tested approach that allows your portfolio to participate in a variety of market sectors, while helping to reduce its overall volatility. Each portfolio is individually tailored to your personal goals, time horizon, and tolerance for risk. We will work closely with you to set investment objectives, establish weightings for various asset classes, choose specific investments and make adjustments as necessary. Consult with your Financial Consultant at CAP COM Financial Services. |
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CAP COM Financial Services, LLC. - 4 Century Hill Dr. - Latham, NY 12110 CAP COM Financial Services - Securities and annuities products offered through LPL Financial and its affiliates; Member FINRA/SIPC, a Registered Investment Advisor. CAP COM Financial Services is a division of CAP COM Federal Credit Union. CAP COM Financial Services and CAP COM Federal Credit Union are not registered broker dealers and are not affiliated with LPL Financial. Financial planning and insurance services offered through CAP COM Financial Services, LLC, a Registered Investment Advisor. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LP Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned area available in every state.
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