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StrategyCap Inc - Our Home

Our Why/Our Clientele We formed StrategyCap Inc. because of our genuine interest in our client

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StrategyCap Inc - Our Home | strategycapinc.com Reviews
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Our Why/Our Clientele We formed StrategyCap Inc. because of our genuine interest in our client
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StrategyCap Inc - Our Home | strategycapinc.com Reviews

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Our Why/Our Clientele We formed StrategyCap Inc. because of our genuine interest in our client

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1

Our Commitments As Financial Advisors | StrategyCap Inc

http://www.strategycapinc.com/our-commitments.html

What Makes Us Unique. Our Process and Services. Our Commitments to Our Clientele as Financial Advisors. Our Actions will be consistent with our 3 core principals:. 1 Objective and unbiased advice based on your goals and the information you provide. 2 Strict confidentiality. Since our business is based on trust and respect, it is important for us to maintain the strictest confidentiality in all circumstances. 3 Courteous service from every member of our team engaged in work with you. 8 For new planning cl...

2

Financial Advisor | Bend, OR | StrategyCap Inc

http://www.strategycapinc.com/index.html

What Makes Us Unique. Our Process and Services. We formed StrategyCap Inc. because of our genuine interest in our client’s “Why? Rdquo;. Our clientele is passionate about the work they do, the activities they enjoy, and the businesses they run. They genuinely care about their families, their communities, and their relations. Our business model is fine tuned to help meet our clienteles financial advisory and business consulting needs. Our adaptive approach and customized process coupled with our experienc...

3

Our Team | StrategyCap Inc

http://www.strategycapinc.com/our-team.html

What Makes Us Unique. Our Process and Services. Danny Evans, JD*, MBA. They are avid lovers of hiking, skiing, camping, mountain biking, canoeing, kayaking and travel. They also dedicate time and resources in support of various local community charities. *licensed, not participating. Jared Pearson, CFS. Crystal and her family enjoy outdoor recreation and volunteer for or attend a variety of events here in Central Oregon. Investment Adviser Representative Advisory services offered through Cambridge Invest...

4

What Makes Our Financial Planning Unique | StrategyCap Inc

http://www.strategycapinc.com/what-makes-us-unique.html

What Makes Us Unique. Our Process and Services. What Makes Our Financial Planning Unique. Client Centric / Our Commitment to You. Genuinely focus on our client’s goals, interests, and objectives. We serve our clients as fiduciaries. Customization: our work and involvement is customized to help meet the particular needs and interests of our Clientele. To ensure that each of our clients receive optimal attention, we limit the number of clients that we work with each year. Investment Analysis and Management.

5

Business Consulting | Financial Consulting | StrategyCap Inc

http://www.strategycapinc.com/our-process--services.html

What Makes Us Unique. Our Process and Services. Step 1: Concept Interview. Discuss our services and our process. Step 2: Mutually Determine Whether There is a Good Fit. If yes, proposal of services and terms of agreement provided. If mutually agreeable, financial planning engagement documentation signed and submitted along with payment. Step 3: Comprehensive Data Gathering. Gather appropriate financial data, objectives and risk tolerances. Discuss and confirm your goals and objectives. Step 8: Ongoing Re...

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What Makes Us Unique. Our Process and Services. We formed StrategyCap Inc. because of our genuine interest in our client’s “Why? Rdquo;. Our clientele is passionate about the work they do, the activities they enjoy, and the businesses they run. They genuinely care about their families, their communities, and their relations. Our business model is fine tuned to help meet our clientele's needs. Our adaptive approach and customized process coupled with our experience and training helps to identify opportuni...

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