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16 Years of Success.
Diversified Portfolios.

Our client-centric approach is built around meaningful advisor relationships, earned through transparent communication and streamlined technology, to provide our clients the freedom to focus on what truly matters.

Private Equity

Our private equity funds and investment options allow investors to access shares in companies that are in early or late growth stages, meaning investors can buy shares in companies while they are still privately traded and achieve returns normally reserved for institutional investors.

Retail investors can now purchase shares along with the big VCs, investing into companies earlier and exiting along with the smart money through an IPO or direct listing.

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Stocks & Shares

We understand each client has a unique set of financial complexities and long-term goals. That’s why we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life. We advise clients on their equity portfolio to build diversified portfolios that match the current market outlook. We offer a number of different ways in which clients can establish exposure to the stock market.

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Bonds & Fixed Income

Capital Value Securities has a fixed income team based around the world and we invest in fixed income assets including major government, bank and corporate bonds.

We have partnerships with major banks in Australia, the US, Canada, UK and Hong Kong and we provide our clients access to investments on a global scale.

Our clients are able to gain access to fantastic fixed returns with our institutional bonds. These are made available due to our partnerships with several major banks including the National Australia Bank, ANZ, Bank of Montreal, Toronto Dominion, HSBC, Barclays and the Bank of America.

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Digital Assets

Since 2019 we include digital assets into our portfolios, such as Bitcoin, Ether and other cryptocurrencies in the top tier by market capitalization. We offer a fully managed cryptocurrency fund that has majorly ourperformed Bitcoin alone by more than double since inception.

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