Who we are
20 +
Years of
Combined Experience
218
Active clients
around the world
Guided by integrity, trust & client centricity our values drive everything we do.
Independent. Objective. Always on Your Side.
At Capital IQ, we are more than just consultants — we operate with a fiduciary mindset, prioritizing our clients’ interests above all else.. This means our first and only duty is to put our clients’ interests ahead of everything else.
Unlike sell-side institutions influenced by commissions, deals, or trading volumes, our research and advice remain independent, objective, and aligned with your goals.
Independence
Free From
Conflicts of Interest
Fiduciary
Duty
Who we are
We provide comprehensive solutions for financial, legal, and business success
Testimonials
What our clients say
Capital IQ’s research gave me a level of clarity I hadn’t found elsewhere. Their independence from brokerage houses made me confident that the analysis was unbiased and tailored for investors like me.
Instead of generic investment tips, Capital IQ helped me understand how to structure my portfolio in line with my own risk appetite and goals. Their disciplined approach kept me focused even in volatile markets.
What I appreciate most is their transparency. Every recommendation comes with clear reasoning and no hidden agenda. I finally feel like I’m working with a partner that puts my interests first.
The industry reports from Capital IQ are exceptional. They don’t just repeat news headlines — they provide context, benchmarks, and forward-looking insights that help me make informed decisions.
Having financial, tax, and legal expertise under one roof has been a game-changer. Capital IQ helped me align my investment strategy with my tax and compliance needs in a seamless way.
Capital IQ has brought discipline to my investment journey. Their structured process, from defining objectives to periodic reviews, gave me confidence that my decisions are grounded in solid research.
