How can we help You?
Contact us at the Acceptus Capital Corporation office nearest to you or submit consulting request online.
Wealth Management
At Acceptus Capital Corp, we understand that every investor is unique. Our experienced financial professionals take the time to understand your goals and provide tailored investment solutions that align with your needs—no matter what stage of life you're in. With access to industry-leading opportunities and a personalized approach, we help you navigate the financial landscape with confidence. Whether you're growing wealth, preserving assets, or planning for the future, we’re here to guide you every step of the way.
Individual Investor Products & Services.
At Acceptus Capital Corp., we offer a wide range of financial products, giving us the flexibility to create a personalized investment plan that fits your needs at any stage of life. Whether you're looking for growth, stability, or security, we have the right solutions, including: - Annuities - Money Markets & CDs - Bonds (Corporate, Municipal, Government) - Education Savings Accounts - Individual Retirement Accounts (IRAs) - Mutual Funds - Stocks & Options - 401(k) & 403(b) Retirement Plans - Real Estate Investment Trusts (REITs) Let’s build a strategy that works for you.
The world is constantly changing, and so are your financial opportunities. At Acceptus Capital Corp, we go beyond trends and quick answers to provide thoughtful, strategic guidance tailored to your goals. Our team offers a full range of financial services, including: - Portfolio Management - Insurance Services (Term/Universal Life & Group Health) - Annuities & Long-Term Care - Retirement & Estate Planning - Education & College Savings Plans - Income Distribution Planning Let’s build a financial strategy that works for you—today and for the future.
Smart Investing Made Simple with Managed Accounts More and more clients are choosing managed accounts for a hands-off, professional approach to growing their wealth. At Acceptus Capital Corp., our licensed financial professionals provide expert management through our trusted clearing platforms. With a managed account, you gain access to: ✔ A wide range of investment options, including professional money managers, mutual funds, and ETFs ✔ Custom-built portfolios tailored to your goals ✔ Automatic rebalancing to keep your investments on track ✔ Tax-efficient strategies to help maximize returns ✔ Clear, consolidated reporting for a complete financial picture ✔ Advanced portfolio management services. Let us help you simplify and optimize your investments. Contact us today to learn more!
Corporate & Institutional Services.
Our Capital Markets Group is dedicated to delivering tailored financial solutions that add value to our clients. We specialize in: - Investment Banking. - Institutional & Corporate Trading. - IPOs, Follow-On Offerings & Private Placements. - Venture Capital & SPACs. - Real Estate Finance & Structuring. - Fixed Income & Bridge Financing. - Syndicate & Special Transactions. Whether you need strategic funding, market access, or customized financial structures, we provide expert guidance to help you achieve your goals.
At Acceptus Capital Corp., our Investment Banking team is dedicated to helping corporate clients achieve their financial goals through two key services: Financial Facilitation Services: We assist businesses in raising capital by acting as an agent or underwriter for private placements and public offerings of equity or debt securities. Financial Advisory Services: We provide expert guidance on mergers and acquisitions, divestitures, corporate restructuring, defense strategies, and spin-offs to help businesses navigate complex financial decisions.
Being your own boss gives you freedom, but it also comes with big responsibilities. At Acceptus Capital Corp., we understand what it takes to build and sustain a successful business—we’ve been there ourselves. One of the smartest ways to secure your future and reward your employees is through a strong investment plan. We’ll help you design the right mix of benefits, including: - 401(k) plans. - Stock options. - Grant plans. - Profit sharing & deferred compensation. - Key Man Insurance. - Employee pension plans. Let’s create a plan that protects your success and keeps you competitive.