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CoreCap Investments/Advisors is an Independent Investment Advisory and Broker Dealer.  What separates us from our competition is that we are independent, unbiased, and objective.  We are a local firm with national reach and have the capability finding the best solutions for our clients unquie needs.

Peter is a Senior Vice President-Investments, Director-Department of Investment Analysis, and Financial Consultant known for his thorough research and analysis proficiency. His areas of expertise are strategic and tactical portfolio design, alternative investments, and structuring, managing, and monitoring defined contribution/defined benefit plans. Over the past decade, Peter has taken the skill set he developed while working at an academic research department and has applied it to various areas of the financial industry. He has exercised these attributes while working with individual and institutional clients.

Peter and Max Pett, President and CEO of CoreCap Investments, are an established team that has worked together for over 8 years. Together they have over 40 years of financial industry experience. Max's areas of expertise are wealth management, estate planning and investment solutions. He overseas the daily operations of our independent Registered Investment Advisory firm and consults for both individual and institutional clientele.

Peter and Max provide guidance to their clients and colleagues at the firm regarding:
-Retirement Plan Design for Businesses and Individuals
-Portfolio Composition
-Investment Selection
-Integration of Alternative Investments
-Investment Manager Review
-Statistical Portfolio Analysis/ Portfolio Monitoring
-Investment Banking Resources 
-Insurance Services for Businesses and Individuals
-Estate Planning Strategies

Peter and Max regularly provide fiduciary support to corporate principals and investment committees for company sponsored retirement plans; such as 401(k). Through a disciplined due diligence process, they have demonstrated the ability uncover deficiencies and provide objective and comprehensive advice regarding plan design, investment selection/monitoring, and participant education.
 

What We Do

Products/Services Relating to Financial Services

Project Experience

Commercial

Service Areas

Associations & Memberships

Member of FINRA (Financial Industry Regulatory Authority, Inc.) FINRA (Financial Industry Regulatory Authority, Inc.)
Member of SIPC (Securities Investor Protection Corp.) SIPC (Securities Investor Protection Corp.)

Information

Founded In: 2012
Size: 250-499 Employees
Annual Vol: Undisclosed
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