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Capital Markets Elite Group is not a registered U.S. broker-dealer. It does not accept a U.S. Person as a client if that person was solicited by Capital Markets Elite Group. (The definition of “U.S. Person” is here.) Capital Markets Elite Group will rely on a certification from a potential customer that the potential customer either is not a U.S. Person or has not been solicited, directly or indirectly, by Capital Markets Elite Group and has not been induced by Capital Markets Elite Group to engage in securities transactions. In particular, they must certify that they were directed to this website by someone other than Capital Markets Elite Group. They must also certify that they understand that they will not be protected by U.S. laws, regulations and supervisory structures applicable to broker-dealers registered in the U.S. and they do not expect such protections to apply. You should give these certifications only if they are true. If you wish to proceed to the website knowing that, please click “Continue” below. Otherwise click “Leave Website”

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Asset Management at Capital Markets Elite Group

Asset Management

Protect your legacy

Capital Markets Elite Group offers accredited investors and institutions the opportunity to manage their portfolios by using a suite of advisors with over 20 years experience in the international financial services arena. The use of our state-of-the-art technology coupled with global relationship partners enables us to provide you with more choices and opportunities for the long-term.

Why invest with us
  • Access - invest in the US equity market

  • Technology - secure, fast and accessible online 24/7

  • Service - our team is here to help you 

Publicly traded portfolio solutions

Our Advisory Team and Portfolio Managers will take 3 types of models into consideration when developing a customized investment strategy for you. Based on extensive research and analysis, US investment products will shape your customized portfolio. This service is not available to U.S. Persons. See this link for information concerning U.S. Persons.

Managed by us

We carefully design a strategy that matches your risk tolerance and needs. We also offer an Exchange Traded Funds tactical asset allocation approach with a focus on low cost investing through minimal turnover, low volatility and minimal risk. This service is not available to U. S. Persons. See this link for information related to U.S. Persons.

Managed by us

Managed by our international relationship partners

For higher investment amounts we offer a tandem approach whereby we provide in-house support with assets being actively managed by our international relationship partners.

Managed by our partners

Self-directed

If you prefer to manage your assets yourself we can open an account where you can design and manage your own portfolio with the technological support of our in-house team. If you decide that you want investment support, you can take advantage of one of our other investment programs.

Self-directed

Institutional services

Our institutional desk offers a full array of financial services including global institutional equity, fixed income products and equity research to a diverse range of corporate clients, institutional investors and high net worth individuals. Meeting the demand of our clients and providing them with the best institutional service sets us apart from other local and regional players.

 

Please note that this service is only offered to Trinidad and Tobago investors. We do not offer this service in the United States or to any other international investors.

Talk to our advisors today!

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