If you take an active role in your investments, we're happy to take a supportive one.

Not every investor wants or needs an advisor to make investment decisions for them. However, sometimes it helps to have the highest level of specialist knowledge and expertise in your corner, so you know without a doubt that you're making the most of your money.

About Advisory Services

Research Capital clients have complete freedom over how they want to engage with their advisors, but every account type will get a personalized experience that cannot be replicated anywhere, especially by online brokerages or robo-advisors.

Trades and Transactions

Whether you need to place a trade or discuss strategy, we are a full-service firm–not a "DIY" discount brokerage. When you call your advisor, they will answer your questions and help you make the most informed decision possible.

Asset Allocation

Asset allocation is one of the most important components of a sound financial strategy, yet achieving the optimal balance can be challenging. Our approach takes a holistic view of your entire financial picture, creating alignment between where you are now and where you want to be.

Emerging Markets

Our in-depth knowledge and access to data on emerging and venture markets makes maneuvering through this often-complicated segment less challenging. We deliver an experience that translates the intricate into a language that's much easier to understand.

Find a Research Capital advisor

Our advisors recommend only the best investment options based on your objectives, without bias or proprietary pressure.

Have any questions?

Explore our Useful Resources
Library with all the essential
investor guides and toolkits