Join The CPMI Team

Interested in Going Independent?  Considering offering your clients Mutual Funds?

Capital Portfolio Management, Inc. offers full service support to brokers that share our pursuit of client satisfaction through exceptional service and expertise.

Whether you are already a broker at another institution, an accounting professional, or an insurance agent interested in adding financial products to your existing business, we can help.

Selection- You will have access to clearing services through J.P.Morgan CC and a strong relationship with the top mutual fund and insurance companies in the world. As an independent Broker Dealer, we do not offer "in-house" products so you can focus on the investments that are best for the client.

Payout- At CPMI you would enjoy a competitive payout. Your net pay should be much higher than you would receive in most wire houses. We don't hide the numbers from you, so you may find that our concessions are higher than what your current firm pays.

Service- When you work with us, you get the personalized service that sets CPMI apart from other firms. With a family atmosphere and a solid structure that spans two generations, we can offer you the latest technology and old-fashioned service. It is our goal to minimize your headaches so you can focus on building your business. We have experience with helping people just like you make the transition to an independent firm.



See what CPMI can do for you



 ** All communications with CPMI are confidential **