Capital Plus®
Capital West, Inc. is a leading investment banking firm providing a range of investment, advisory, and financial services. Our cross-industry expertise in finance, banking, law, and investment management is what makes us different and gives our clients access to diverse resources that blend institutional sophistication with an entrepreneurial approach. By employing a boutique approach our clients have access to the most experienced members of the team and unmatched intellectual capital so they can make trusted, strategic decisions. Our goal to leverage the company’s experience and track record to offer best-in-class investment programs through the retail broker-dealer and institutional channels.
Capital +®
Investment Experience
We have decades of experience investing across asset classes and market cycles.
Financial Expertise
Our integration of real estate finance and fund management allow us to provide prudent investment advice and customized planning for our clients.
Access
- Investment banking, broker/dealer, and financial advisory
- Investment and securities brokerage in traditional securities and across securities exchanges and over-the-counter markets
- Alternative investments, including, fixed income investments, private placements, direct participation programs, joint ventures, real estate investments, real estate investment trusts
Capital +®
Advice
- Investment management
- Investment fund management
- Financial planning, management, advisory and wealth management services
- Financial due diligence
- Financial research, analysis, and consultation
- Insurance brokerage
Real Estate
- Debt and equity placement
- Joint ventures
- Capital restructuring
- Advisory
Capital Plus Client Centric
With a focus on our clients’ needs, objectives, and risk tolerance, we combine our thorough understanding of traditional and alternative investments we strive to deliver a balance of attractive risk-adjusted returns and principal protection.