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Alison Anne Bettonville

CAP Strat

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About Alison Anne Bettonville

Alison Bettonville is a registered Investment Advisor Representative with Capital Strategies Investment Group LLC. Alison is a Chartered Financial Analyst and has been in the industry since July 2009. Alison is currently registered with the state of Illinois. Alison has experience working with individuals, businesses, and various organizations. Alison provides financial planning, portfolio management for businesses and individuals, and pension consulting services to clients.

Firm Information

Alison Bettonville is currently registered with CAP Strat. CAP Strat is an investment advisor headquartered in Oakbrook Terrace, Illinois. They specialize in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. They manage approximately $21.3 billion in assets for a client base of over 1,000 accounts.
CAP Strat

ONE PARKVIEW PLAZA

OAKBROOK TERRACE, IL 60181

$21.29B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alison Bettonville’s Registration & Firm History

IL

03/27/2020 - Present

CAP Strat (OAKBROOK TERRACE IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alison Anne Bettonville.
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