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Capwest Securities

The highly trained CapWest Financial Advisor can analyze your current situation and assist you in achieving your financial goals. CapWest has the resources available to analyze the profusion of investment vehicles available in today's financial market.

The CapWest Financial Advisor has met the high standards set forth by the firm and has completed certain rigorous testing requirements. Many Advisors are Certified Financial Planners and Charter Financial Consultants. CapWest mandates continuing education for its advisors to assure that they serve you better by staying attentive to the ever changing financial climate

The Company’s success evolved from an unwavering and persistent commitment to provide the best professional service to its customers. Customer satisfaction is more than a casual focus, but viewed as a long-term profitable relationship between CapWest, its financial advisors and the people they service. Timely research information is available on individual companies, the economy and the stock market.

CapWest Financial Advisor has the expertise and experience necessary to make informed solid judgments when considering investments that will meet a client's financial goals. A combination of the risk tolerance of the client, balanced with the investment objective is the first consideration in determining the best financial direction and suitable investments for a client.

The Company has Financial Advisors with a wealth of knowledge in all aspects of the financial arena. The CapWest Financial Advisor understands the need for a unified approach to a client's financial situation and designs and implements the approach most appropriate for each individual client

CapWest Securities, Inc. takes your privacy very seriously. They share a commitment to protect your privacy and the confidentiality of your personal and financial information. They believe that you should know about the information they collect, the measures they take to safeguard it, and the situations in which they might share information with selected business partners. This notice explains how CapWest handles and protects the personal information they collect.

The Company has developed a Business Continuity Plan on how they will respond to events that significantly disrupt their business. Since the timing and impact of disasters and disruptions is unpredictable, they will have to be flexible in responding to actual events as they occur. With that in mind, they provide you with this information on their business continuity plan.

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