CAPIS specializes in assisting Pension Funds, Mutual Funds, Foundations, and Endowments with minimizing transactional expenses by utilizing one of our Directed Brokerage options. Execute through CAPIS' trading desk, or trade through one of our correspondent brokers. There are no fees or minimums and no volume or time requirements. Nor is there a large resource commitment as we provide full record keeping and support.

Clients can customize their Directed Brokerage program to benefit their particular situation. Decide which program is right for you from one of the available options: Transition Management or Directed Brokerage (Commission Recapture, Expense Reduction, or Discount Brokerage) programs.

For more information, download a brochure on Plan Sponsor Services (pdf) or contact your CAPIS Sales Executive.