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Our goal is to put you first.

We take a personal approach to helping you plan your life.

Take the first step.

Call 1-800-745-6608

Monday–Friday, 8:00 a.m.–9:00 p.m. ET

Let's talk  

Life is more than what's in your portfolio.

Your financial plan should reflect you. That's why our advisors take a disciplined, holistic approach to understanding what's most important to you—your lifestyle, family, goals and priorities. From there, they'll work with you to build a personalized, comprehensive strategy that aligns with your values and aspirations. It's a long-term partnership built around you.

We think you deserve a better way to invest.
Here's how we put your interests first.

Personalization

Your advisor will take the time to listen and understand what's important besides your finances. Together, you'll build a long-term investing strategy that aligns with your values and priorities.

Planning

Your advisor is in it with you for the long term. You'll work together to define goals and build your plan. Then your advisor will help monitor your plan and make changes when you need.

Partnership

We want you to feel comfortable asking questions and making decisions. It starts by getting to know you as a person and building a trusted relationship from start to finish that lasts for years.

Transparency

Your advisor will walk you through ideas, suggestions and alternatives, and discuss their potential risks and rewards. If you're unclear about anything, just ask your advisor.

Our vision at Capital One Investing is to reimagine investing by starting with the customer and really putting the customer at the center of all we do.

Yvette Butler, President of Capital One Investing

We're ready to get to know you.

Call 1-800-745-6608

Monday–Friday, 8 a.m.–9 p.m. ET

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