Bank & Trust services. Quality executions.

The CAPIS team works hard to help bank & trust departments trade more efficiently and meet their fiduciary obligation to seek best execution. Whether you prefer a traditional high-touch desk or electronic solutions, we have various options to best suit your needs.

As your execution partner, CAPIS will:
  • perform conflict-free executions,
  • dedicate a senior trader as a single point of contact for all executions, and
  • provide third-party transaction cost analysis and NBBO analysis designed to meet your best execution audit reporting obligations.
CAPIS trading capabilities currently include:
  • global equities 24/6 with direct electronic connections to multiple trust accounting systems,
  • fixed income (USD),
  • options, and
  • program trading.
CAPIS trading and operations support currently includes:
  • commission management,
  • compliance assistance, and
  • settlement and clearing support.

About Our Team

Established in 1977, CAPIS has a reputation of having a team of experienced traders using state-of-the-art trading technology which sets us apart as a leader in our field. Trading is at the heart of what we do, and we strive to achieve best execution. CAPIS has no asset management or proprietary trading conflicts, allowing us to focus solely on client needs. You will not find a greater commitment to personalized client relationships anywhere in the industry.
Learn more about individual members of our team here.

Contact Us

CAPIS is focused on tailoring a solution that fits each client’s unique needs. Contact us today to discuss yours.

Contact Us