Casco Bay Capital Partners is an independent Investment Advisory Firm with an application pending as a Registered Investment Advisor with the State of Maine.

Casco Bay Capital Partners (CBCP) was founded on the belief that individual investors and small firms can benefit from investment strategies that large firms use in the management of their assets.  These strategies include diversification, low cost trading, risk control and asset allocation.  At CBCP we offer our clients a wide variety of investment solutions. Using our unique blend of strategies, including managed futures, we strive to provide our clients with the tools they need to successfully navigate market volatility and maximize investment returns. 

Casco Bay Capital Partners uses Interactive Brokers as its custodian and broker dealer. Interactive Brokers was founded 34 years ago, is regulated by the SEC and the CFTC and provides our clients with access to 80 market centers in 19 countries via one account. This allows CBCP to employ technology driven low cost trading to give our clients greater returns.

As a state Registered Investment Advisor, Casco Bay Capital Partners owes its clients the highest fiduciary standards and will try to limit or eliminate any conflicts of interest.  CBCP is compensated solely on the current value of client accounts and accepts no commissions or payments from third parties. 

Further questions? Please do not hesitate to contact us or to visit the Interactive Brokers website (interactivebrokers.com).

Disclosure Document (PDF)