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What We Offer Advisors

Success On Purpose

The most successful partnerships are the result of a combination of already successful partners. By combining the different core skills and experience of each partner a much greater organization emerges. Capital Synergy Partners’ financial advisors are entrepreneurial business owners focused on providing the best possible financial advice to their clients. It’s your business, it’s your brand, CSP supports your success.

Capital Synergy Partners is a full service broker dealer and registered investment advisor built by successful financial advisors and life insurance professionals to enhance the practices of like-minded professionals.  CSP has formed a strategic alliance with CPS Insurance Services, an independent Brokerage General Agency, which supports all lines of fixed insurance products.

RBC Clearing and Custody is our clearing partner and strategic ally in this venture. RBC Clearing and Custody is a division of RBC Capital Markets Corporation, a wholly owned subsidiary of Royal Bank of Canada. RBC is the 5th largest bank in North America and the 13th largest bank in the world.

How We Support Advisors

  • Practice management training
  • Marketing support to promote your brand
  • Top research
  • Sophisticated broker desktop technology
  • Access to thousands of mutual funds, many with no transaction fees
  • Comprehensive fee based platform
  • On-line account access for clients
  • Trust Services
  • Lending and banking services
  • House holding of variable annuities on client statements
  • A  full complement of insurance products and services
What We Offer Advisors




2860 Michelle Drive, Suite 150
Irvine, CA 92606

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The Capital Synergy Partners® (CSP) Web site is maintained exclusively for active producers appointed with CSP, and is intended for broker use only. All information is intended for use as a guide, or as reference, and is believed to be current as of the date of its posting. Any misrepresentation of the information contained in the CSP Web site by its users is strictly prohibited.

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