Clients We Service

Institutional Clients and Governments

Financial Institution Level Services and Infrastructure Support

We support financial institution clients and government agencies through a robust infrastructure which includes strategic partners and fintech solutions that provide El Capitan clients access to investment management, cash management, international banking, foreign currency transactions3, balance sheet management, custody and execution of securities, access to institutional deal flow, and international expertise.

  • Balance sheet and cash management services in order for your institution to reduce deposit concentration and mitigating challenges about implementing new services required to service and retain customers
  • Access to high-yield money market accounts* that provide your customers with alternative ways to earn more on their deposits without leaving your institution
  • Investment advisory and financial planning services that add value to your current service offerings
  • Facilitation of foreign currency and global fund transactions
  • Fund movement between financial institutions
  • Unlimited number of accounts and account balances
  • Access to international investment services provided through strategic partners

3 El Capitan Advisors is not a foreign currency dealer but rather provides access to strategic partners to assist in foreign currency transactions.

* The yield on money market funds is not guaranteed and is subject to change at any time. The yield is based on the current interest rate environment and may fluctuate based on the changes in market conditions. Past performance is not indicative of future results. Investors should carefully read the money market fund prospectus prior to investing and consider the investment objectives, risks, charges, and expenses of the money market fund before investing. Money market funds are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.