Blog Header

Company News and Blog

19 NovPENSCO Trust CEO Kelly Rodriques: We Embrace Alternative Assets


Nov 18 – 2014 — PENSCO Trust is a leader in the self-directed IRA industry holding around $11 billion in assets under…

Read More

12 NovPENSCO Client Study Indicates Increased Allocation to Alternatives within IRAs as More Education and Accessibility to Alt Investments Becomes Available


SAN FRANCISCO–(BUSINESS WIRE)–A majority of PENSCO clients report that they would invest more in non-traded, alternative assets if they had a…

Read More

17 OctCapital Services Group Announces Creation of Cap Value, Inc.


  Merchant Banking Capabilities to Broaden Capital Services Group’s Offering to Emerging Growth Companies   SAN DIEGO, Calif., October 16 –…

Read More

11 OctCapital Services Group Enters Into Strategic Partnership With PENSCO Trust Company


– Launching Equity Round 506c Platform with PENSCO to Provide Access to Select Private Placements as an Alternative Asset Class to…

Read More

11 OctGeneral Solicitation – Lessons Learned


Slightly more than a year has passed since the SEC approved new rules to eliminate the prohibition against general solicitation and…

Read More

17 JulEmpowering Health Networks, Inc. Engages Capital Services Group for Strategic Financial Services


SAN DIEGO, Calif. – – July 17, 2014 – Capital Services Group today announced that it has been engaged by Empowering…

Read More

15 JulInnovative Bottles, Inc. Engages Capital Services Group for Strategic Financial Advisory Services


– Announces Plans for Direct Public Offering SAN DIEGO, Calif. — July 15, 2014 – Innovative Bottles, Inc., (“Innovative Bottles” or…

Read More

15 JulVictory Innovations Company, Inc. Engages Capital Services Group for Strategic Financial Advisory Services


– Announces Plans for Direct Public Offering SAN DIEGO, Calif. – – July 15, 2014 – Victory Innovations Company, Inc., (“Victory”…

Read More

30 AprHerrington Teddy Bear Corporation Engages Capital Services Group for Strategic Financial Advisory Services


 –       Announces Plans for Direct Public Offering SAN DIEGO, Calif. – – April 30, 2014 – Herrington Teddy Bear Corporation, a…

Read More

23 SepWhat to Expect Under New General Solicitation Rules – We Still See a Strong and Necessary Role for the Intermediary


September 23, 2013 – We are frequently asked by client companies what they should expect on September 23 when the SEC’s…

Read More