Our Firm

Papps Capital Group is a comprehensive, personalized investment management and planning firm offering services designed to assist clients with significant assets get more out of their wealth. PORTFOLIO MANAGEMENT “Utilizing Institutional Style Money Management for the Individual Investor” Through PCG’s Portfolio Management Division we provide our clients with the most sophisticated and cutting edge money management methodology and technique available today. State of the art strategies, conceptualizations and ideations are developed within the framework of Modern Portfolio Theory (MPT) bringing the individual investor the caliber of advice normally enjoyed exclusively by institutional clients. Our team has over thirty years of industry experience and possesses the finest of academic credentials including the exclusive CFA chartership. Principles of money management; universally accepted by institutional managers but often ignored by those very same institutions with their retail accounts, are used in the design, implementation, monitoring and optimization of your very own individually personalized portfolio. FINANCIAL PLANNING “Sound Financial Principles for Innovative Solutions” Papps Capital Group is further concerned with satisfying the financial planning needs of the individual investor. Our firm retains and/or is affiliated with knowledgable professionals in all areas of financial planning, tax law, estate planning, pension, actuarial, offshore, and asset protection. We maintain and/or are affiliated with individuals holding the following licenses and designations: CFA - Chartered Financial Analyst CPA - Certified Public Accountant CLU - Chartered Life Underwriter/Pension Benefits Examiner CFP - Certified Financial Planner Series 65 - Registered Investment Advisor Series 7 - General Securities Representative Life, Health & Annuity Insurance Licensee In our increasingly regulated environment, the constant need to be aware of rule change and tax law interpretation is crucial. We work to ensure that your financial requirements are appropriately addressed. All aspects of your finances should operate in concert – allowing your wealth to be managed in the most effective and efficient fashion. Papps Capital Group maintains this purposive focus throughout the investor lifecycle. This harmony of your assets is acheived by the uniquely rich quality of service provided at PCG.