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CAPITAL ADVISORY SERVICES


Capital Advisory Services delivers a unique, advocacy-based approach to customized banking. Acting as your advocate, we offer objective advice across all lending and depository services on how to manage and optimize your financial assets and liabilities. Drawing on our expertise and global network, we can help you achieve your wealth and lifestyle goals.

WE’RE HERE TO HELP


Our experts are here to help you achieve what matters most to you.
Learn more about our team members and get in touch with one today.

OUR APPROACH


Few firms can satisfy your entire range of customized banking needs under one roof.
Our team is well-equipped to deliver a unique, advocacy-based approach to customized banking and help you achieve your wealth and lifestyle goals.

 

Acting as your advocate, we provide objective private banking advice across all lending and depository services, on how to manage and optimize your financial assets and liabilities.

 

Our customized balance sheet and liquidity advice centers on the following:

 

  • Debt sourcingWe help you assess and select debt alternatives for personal and business needs, optimizing loan terms, conditions and cost.
     
  • Capital asset financingWe provide you with a full analysis of the cost and other considerations to help you plan for and finance capital asset acquisitions.
     
  • Monetization of specialized asset classesWe help you leverage the value of assets to provide additional investment capital and/or liquidity.

 

Capital Advisory Services also provides depository advice and solutions that are best suited to your needs, including checking accounts, money market accounts and certificates of deposit. When your cash management needs extend beyond these products, we will partner with you to identify, tailor and implement enhanced strategies available within both the money and capital markets.

 

Our full suite of services include:

 

  • Advocacy-based consulting
  • Traditional banking solutions
  • Debt sourcing assessment & selection
  • Capital asset financing & analysis
  • Monetization of specialty assets
  • Depository services
  • Cash management
  • Residential real estate financing
  • Securities-based lending

RELATED INSIGHTS


Explore our resources and insights to help you make smarter decisions and help you manage your wealth to its fullest potential.

Jan 99, 2099 | Primary Category, Secondary Category | Name of Author
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CONTACT US


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