A Modern Financial Approach For An Evolving World.

Welcome

About Modern Capital

Modern Capital is a leading American investment institution that provides a wide range of financial services to a substantial and diversified client base, including corporations, financial institutions, governments and individuals. With decades of deep knowledge, our financial leaders turn vision to reality with a decidedly modern approach to finance.

Services

What We Do

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Broker Dealer

Provide an integrated platform of back-office support, compliance services, market, and custodial access to facilitate brokerage and capital markets activities, transactions and direct business products

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Asset Management

Differentiated investment funds to support thoughtful and contemporary portfolios. From our fund family and actively managed model solutions to helping advisors create their own, we employ a flexible multi-faceted approach to managing wealth

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Advisory

Fee-based only advisors will be able to custody, transact and support their advisory practices through our extensive custodial partners and seamless integration of portfolio management, financial planning, bespoke models, and estate planning services

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Technology

Provide an integrated platform of best-in-class technology vendors to our brokers and advisors which can boost operational efficiency, enhance client communication and reporting, track business growth and optimize investment strategies

Representatives

The freedom of a boutique financial institution with big-firm levels of support.

Institutions

From investment banking and credit, to venture capital, IPOs and beyond.

Careers

Work With Modern Capital

Contribute your expertise to our collective vision, where we invest in bright, promising individuals and institutions with capital, connections, technologies, knowledge and innovation.

Sustainability

True financial sustainability transcends social issues, market volatility, and unsustainable alpha. Meet the retail financial solutions that are innovatively and technologically driven by a cohesive ecosystem of research, platform, products and people.

Newsletter

A weekly email from Modern Capital about trends shaping markets, industries and the global economy.

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