Keeping You First
The firm was founded in 2006 by investment industry professionals with years of experience in the financial market. We managed investment portfolios for individuals, families, corporations, pensions, endowments, and foundations. We also provided sub-advisory services for other investment advisers. 700 Capital’s founders each have over 20 years in the financial markets working with both institutional and individual investors.
Building and Preserving Wealth
A leading American independent investment firm offering more than 100 years of global investment management.
Our purpose is to build responsible partnerships with our clients, colleagues and the companies in which we invest, in order to safeguard and transmit wealth, of all kinds, in the service of the real economy.
Free from Brokers and Large Institutions
Our Investment strategies focus on achieving results with detailed analysis and research . We are committed to helping you meet your financial needs; life protection for your family or business, products to help provide retirement income and the confidence of knowing you will be prepared for the future.
We conduct our business with the highest level of integrity. 700 Capital adheres to CFA institute’s Code of Ethics and Standard of Professional Conduct