At Round Table Capital Management, our services start and end with you as the central focus. After your initial Investment Portfolio Review and Discovery session, a highly experienced CERTIFIED FINANCIAL PLANNERâ„¢ will begin constructing a goals-based wealth plan with you. Round Table Capital Management is a full service, open-architecture, registered investment advisory firm with access to over 10,000 mutual funds from over 190 mutual funds families. In addition, we offer stocks, options, bonds, ETF's and fee-based asset management portfolios. We have developed time-tested automated portfolios that embrace and adhere to our core philosophy. Our financial professionals also maintain insurance licenses, allowing Round Table to offer risk management solutions for our clients. Goals Based Wealth Planning Investment portfolio management Automated Investment portfolios Risk management advice and solutions Hourly financial planning services
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Round Table Capital Management is based in Hudson, Ohio.
The NAICS codes for Round Table Capital Management are [52312, 52, 523120, 523, 5231].
The SIC codes for Round Table Capital Management are [621, 62].