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About Us

Welcome to True Capital

At True Capital, we are dedicated to helping individuals and businesses achieve their financial goals through expert brokerage services and personalized investment management. Our commitment to excellence, integrity, and client success sets us apart in the financial industry.

Our Story

Founded in 2003, True Capital was established with the vision of providing transparent, trustworthy, and effective financial solutions. Over the years, we have grown into a leading brokerage and investment firm, trusted by clients nationwide. Our success is built on a foundation of strong relationships, innovative strategies, and a relentless focus on client satisfaction.

Our Mission

Our mission is to empower our clients to reach their financial aspirations by providing expert guidance, innovative strategies, and unparalleled support. We strive to build lasting relationships based on trust, integrity, and mutual success, ensuring our clients’ financial well-being is always our top priority.

Our Vision

We envision a future where every client confidently navigates their financial journey, equipped with the knowledge and resources to make informed decisions. Our goal is to be a catalyst for financial growth and stability, fostering prosperity for our clients and the communities we serve.

Our Values

– Integrity: Upholding the highest ethical standards in all our interactions, ensuring transparency and honesty.
– Excellence: Striving for excellence in everything we do, delivering top-notch services and superior results.
– Innovation: Embracing innovation to provide cutting-edge solutions that meet the evolving needs of our clients.
– Client-Centric: Placing our clients at the heart of our business, dedicated to their success and satisfaction.

Our Team

Our team of experienced financial advisors, portfolio managers, and support staff brings a wealth of knowledge and expertise to the table. Each member is committed to providing personalized attention and tailored solutions to help our clients achieve their financial objectives.

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Jeffrey Schappe, CFA Chief Market Strategist
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Ian Harvel Fixed Income Portfolio Manager
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Jeremy Lopez, CFA Senior Fixed Income Credit Analyst
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Nicole Percey Equity Trader & Portfolio Implementation Specialist

Join Us on Your Financial Journey

We invite you to join us on a journey towards financial success. Whether you’re just starting out or looking to optimize your existing investments, True Capital is here to guide you every step of the way. Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.