Skip to content Skip to footer
MODERN CAPITAL

An innovative financial services company providing financial advisors, portfolio managers, and institutional investors a modern view of asset management.

What We Do

The real experts of the field will provide you with the best strategy to guide you through your finances.

About

What we are here to do

Modern Capital is a technology based American investment firm that provides a wide range of financial services to a substantial and diversified client base, including corporations, financial institutions, and portfolio managers. With decades of deep knowledge, our financial leaders turn our clients’ vision to reality with a decidedly modern approach to investment platform management.

People
808080+
The best experts in the field
Locations
8080

Locations all across the United States.

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
Learn More

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
Learn More

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
Learn More

Technology

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

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.

Securities offered through Modern Capital Securities Inc. and Liberty Partners Financial Services, LLC. Member FINRA/SIPC. Fee Based advisory services processed through and supervised by Modern Capital Advisors, LLC, an SEC registered investment advisory firm.

© 2021 Modern Capital. All rights reserved.

Subscribe to the updates!