Frequently Asked Questions (FAQs) – Acceptus Capital Corp.
Acceptus Capital Corp. is a premier brokerage and wealth management firm dedicated to helping individuals and businesses grow and protect their financial assets. We provide tailored investment solutions, financial planning, and strategic advisory services to ensure our clients achieve their financial goals.
Our services are designed for high-net-worth individuals, families, entrepreneurs, and businesses seeking professional financial guidance. Whether you are an investor looking for portfolio management or a business owner seeking strategic financial planning, we tailor our solutions to meet your unique needs.
We take a personalized approach by assessing each client’s financial situation, risk tolerance, and long-term objectives. Our team of experts then develops a tailored financial strategy, ensuring alignment with your goals while optimizing opportunities for growth and wealth preservation.
We offer a diverse range of investment opportunities, including stocks, bonds, mutual funds, ETFs, real estate investments, private equity, hedge funds, and other alternative assets. Our advisors will guide you in selecting the right mix based on your financial goals and risk appetite.
Yes, we operate under strict regulatory compliance and adhere to industry standards to ensure the highest level of integrity, transparency, and security for our clients’ investments.
We prioritize the confidentiality and security of our clients’ information by employing robust cybersecurity measures, encrypted data storage, and compliance with industry best practices to safeguard sensitive financial data.
Yes, our clients have access to a secure online platform where they can monitor their portfolios, review performance reports, and stay updated on their investments in real-time.
We recommend periodic reviews to ensure your financial strategy remains aligned with your goals. Depending on your needs and market conditions, meetings can be scheduled quarterly, semi-annually, or annually. However, we are always
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Brokerage and investment advisory products and services, are offered through Acceptus Capital Corp, a member of FINRA and SIPC. Insurance products are made available through, ACC General Agency, a licensed insurance agency. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state.
The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. Prior to making any investment or financial decision, an investor should seek advice from a financial, legal, tax and other professional that consider all of the particular facts and circumstances of an investor’s situation. The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks.
Investment and insurance products offered are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.
Securities offered through Acceptus Capital Corporation, a registered Broker/Dealer. Member: FINRA/SIPC | Investment advisory services offered through Acceptus Capital Corporation, an SEC Registered Investment Advisor.