Capital Markets IQ

Our Story

At Capital Markets IQ (CMIQ), we believe that everyone deserves a financial advocate who understands their unique needs and goals. As a full-service, independent Registered Investment Advisor, we exist to provide personalized guidance and solutions to individuals, families, and businesses alike. Our team of experts, including attorneys, accountants, investment advisors, bankers, insurance specialists, and technology experts, work together to provide comprehensive financial planning and management services.

Our Mission

Our mission is to empower our clients to take control of their financial lives, make informed decisions, and achieve their long-term goals. We believe in quality over quantity, and that each client has individual needs that require a tailored approach. Our global network of professionals and financial institutions enables us to provide innovative solutions to even the most complex financial challenges.

Our Services

At CMIQ, we offer a wide range of services designed to address the diverse financial needs of our clients. From traditional investments such as stocks, bonds, and mutual funds, to non-traditional investments like alternative investments and self-directed investments, we provide comprehensive investment management solutions. Our team of experts also specializes in trusts and estate planning, retirement planning, tax planning, international business advice, cash management, financing, banking, employee benefit plans, risk management, M&A, exit plans, and more.

Why Choose Us

What sets us apart is our commitment to being your financial advocate. We take the time to understand your unique needs, goals, and values, and develop personalized solutions that align with your objectives. Our independence allows us to provide unbiased advice, and our global network of professionals and financial institutions enables us to provide access to a wide range of resources and expertise.