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CAP COM Financial Services, LLC

Emerald Circle

Welcome to the Emerald Circle Club Membership Details:

What benefits do members enjoy?

Invitations to special quarterly events with information presented to include economic updates, featured speakers, updates on our firm - and of course the chance to speak with our staff and other members of the EMERALD CIRCLE.

Compliments of Capital Communications Federal Credit Union: An exclusive opportunity to receive a no-annual fee Platinum VISA® card, with an ample credit limit, that offers you a choice of reward programs, along with a myriad of perks and discounts. Credit Union membership eligibility rules apply.

Complimentary Income Tax Preparation provided by our team of income tax professionals.

Complimentary issues of "Market Insights", the quarterly research publication offered by Linsco/Private Ledger. This newsletter discusses in detail the current status of the U.S. economy, the global economy, the outlook for both stock and bond markets domestically and abroad, as well as other valuable information critical to your long term financial success.

Invitations to participate in periodic focus groups, evaluating various services & practices.

Complimentary re-registration of securities (this is often done when stocks are listed in one person's name, and are desired to be held jointly, when the need arises to transfer assets into trusts, or when the individual named on the investment is deceased).

The opportunity to schedule review appointments with our financial advisors complete with performance-history reports.

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Who can join?

Membership is offered to a limited group of CAP COM clients, based on the level and type of assets our firm is managing. In order to be offered participation in the EMERALD CIRCLE, your household assets managed by us must be at least $350,000 and be invested in either L/PL's Strategic Asset Management (SAM) account or in various mutual funds under the "C" Share pricing model. For more information on joining this exclusive group contact us.