RALEIGH, N.C.–(BUSINESS WIRE)–RiskPro® announced
another enterprising agreement unifying their innovative, front line
technology with Capital Investment Companies of Raleigh, NC. The
agreement will enable Capital Investments to consolidate multiple
platform providers onto Capital’s own platform, with RiskPro® providing
the key tools to enhance the Financial Advisors and client experience.
and surveillance feature is enabling Capital Investments to monitor all
portfolios daily for volatility and risk perimeter breaches. Asset
management platform consolidation and surveillance makes the job of a
B/D’s Compliance Department much more efficient, effective and expansive.
As the fiduciary standard is adopted across the wealth management
industry, RiskPro® is
providing Financial Advisors with a mathematically sound approach to
serving clients by determining their risk profile and formulating an
aligning portfolio. Advisors then have the ability to successfully
manage clients’ investment and financial strategies. This cutting edge,
technological approach by RiskPro® allows
advisors to use their client’s risk budgets with precision and prudence,
enabling advisors to strengthen their client relationships.
Richard Bryant, CEO of Capital Investment Companies, noted, “RiskPro®
has revolutionized our ability to understand risk profiles and has
enabled us to build portfolios that closely correlate with the client’s
stated risk tolerance. Because of RiskPro®, our business is simpler; our
advisors are better equipped; and our clients will be better served.”
RiskPro® was developed by ProTools, LLC, a technology company
headquartered in Newport Beach, CA. RiskPro® was designed by financial
advisors and built by econometricians to serve as a revolutionary risk
profiling and portfolio construction system, which enables financial
advisors to improve the client experience. Through RiskPro®, advisors
can meet their fiduciary responsibilities to provide clients with
prudent investment advice. For more information, visit: www.riskproadvisor.com.
About Capital Investment Companies
Capital Investment Companies is comprised of Capital Investment
Brokerage, Inc. and Capital Investment Group, Inc., registered
broker/dealers (Members FINRA/SIPC), Capital Investment Counsel, Inc.
and Capital Investment Advisory Services, LLC (two SEC registered
investment advisory firms) and their affiliates. Capital Investment
is one of the largest independent financial services and brokerage
organizations in the Southeastern United States. Headquartered in
Raleigh, N.C., the firm offers a wide variety of financial services
including: traditional investment brokerage, money management, mutual
fund management, insurance services, estate planning, retirement plans,
trust services, mortgage services, and a community foundation. They
offer their services to individuals, corporations, and the CPA and
PACIFIC FINANCIAL GROUP, LLC
Pacific Financial Group, LLC, an investment advisor registered with the
Securities and Exchange Commission, is an affiliate of ProTools, LLC and
the exclusive distributor of RiskPro®. Pacific Financial Group, LLC is
based in Newport Beach, CA.