Network·Venture Capital

Capacuity LLC

Unclaimed

📍 LAKE MARY, FL

Venture Capitalfinancial servicesbusiness services
www.capacuity.com

SEC CRD #801-113636

About

CapAcuity | Executive Benefits Consulting and Asset Management You are using an outdated browser. It is limiting your browsing experience. Learn how to upgrade your browser . Skip to main content Consulting Asset Management In the executive benefit plan marketplace, change is always part of the landscape—whether driven by markets, by regulations, or by evolving customer preferences. Currently, non-qualified plan sponsors are most concerned about market volatility, investment product costs, service provider consolidation, the participant experience, regulatory compliance, and transparency. At CapAcuity ® , we recognize these and other significant issues affecting these plans—and through our thought leadership and innovation, we bring a fresh perspective. Our consulting and asset management services help improve financial results for non-qualified plan sponsors, and enhance retirement outcomes for plan participants. CapAcuity. Because a change in perspective changes everything. ® A change in perspective changes everything ® Evaluate We thoroughly assess how well the plan is meeting sponsor objectives, and benchmark its design and funding against peer companies and industry best practices. Execute We do more than make recommendations. We implement plan improvements and optimize the funding and hedging of plan liabilities—all in close collaboration with the plan’s advisors, trustees, custodians, insurance carriers, and recordkeepers. Manage On an ongoing basis, we proactively man

Key Contact

/H

/S/ HOPE NEWSOME

COMPLIANCE CONSULTANT

📞 (407) 949-6889

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Geographic Focus

flunited statesglobal

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AUM

$13.9B

Location

LAKE MARY, FL

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