Our Approach to Maximizing Value

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Since 1989, the firm has gained tremendous experience and expertise in transactions of stocks and options, as well as creating a vast network of floor traders and information sources. Today, Carlsson and Capehart Group Ltd. has the most advanced technology systems helping to create proprietary expert strategies, providing clients with split second accuracy and opportune reactions to market conditions.

Step by Step

Over the years, Carlsson and Capehart Group Limited has invested in more than 200 companies. Our commitment does not stop with the original investment we are continuously engaged to help companies grow over time. We have the ability to invest in any stage of development, from seed capital to debt refinancing our investment capabilities range from $5 million to $500 million.

In all our professional relationships, we pledge ourselves to the following rule of ethical conduct:

"We shall, in the light of all conditions surrounding those we serve, which we shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, we would apply to ourselves."

Our Team

Ken Weber Ken Weber Ken Weber Ken Weber
Kevin Ross
James Wilson
Chief Investment Strategist
Jackie Stevenson
Business Analyst
Geoff Williams
Business Analyst