Investment Consultant (CAPE )

The Investment Consultant crafts passionate, self-starter, energetic and meaningful partnerships that will

stand the test of time with investment and wealth independent financial advisors (IFAs). Product, market,

and sales knowledge will set them apart from their counterparts. The SIC/IFA business relationship will be

strengthened by client engager (diversity), first-class service, in-depth business analysis and continuous

improvement of the IFA's business.