Harnessing Disruption,
Delivering Results.
A boutique investment firm innovating after five decades. Receive $3,000 when you open a Capital Markets Investment Account.* Learn More
*Limited to the first 400 accounts opened after March 1, 2023. Withdrawable after 12 months.
Proudly owned and operated by military veterans.
Capital Markets
Strategy
The Capital Markets Strategy refers to investments made during certain market events that seek to maximize short-term trading opportunities, including IPOs. See Examples.
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We aim to democratize access to Capital Markets investing, like Robinhood did for retail investing, by enabling individuals to participate in these deals, which are typically only available to institutions like pension funds and hedge funds.
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Capital markets investing is suitable for investors with a high risk tolerance that are seeking speculative investments opportunities. This is because investments in capital markets are inherently volatile compared to traditional investments and there is a risk of total loss of principal.
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Complete the Customer Information Form. We will contact you to obtain additional information by email. You may skip this step by completing the full questionnaire here.
If we determine that you are eligible, we will send you a packet of account opening documents within three business days for your review and e-sign.
Once we receive your signed documents, your account will be opened and custodied at RBC Correspondent Services, a division of RBC Capital Markets LLC, with an initial deposit of $3,000 by us.
