Be Wise. Plan Ahead.
Capital Investment Advisers is a financial services and investment management firm that specializes in serving retirees and pre-retirees. Our company is built on a solid foundation of exceptional client service, industry experience, and in-depth market knowledge.
To best accommodate each individual client circumstance and preference, we have expanded our remote capabilities. With clients located all over the United States, we have invested in upgraded technology and communication platforms for both our offices in California and Southern Utah. All staff have work from home arrangements, if needed, with office phone forwarding. Day to day, there is always a staff member in the office to collect incoming mail and visit with clients. Other technology, such as electronic signatures and ACH direct deposits, make it possible for you to engage with us from the comfort and safety of your own home (depending on your personal preference). We also have video conferencing capability through WebEx to conduct face-to-face meetings with clients and prospects.
We understand that investors face challenging markets and an overwhelming number of choices. We work with clients to develop comprehensive financial plans that will help pursue their financial goals while helping to preserve their wealth.
We invite you to learn more about our firm, financial planning philosophy, and team!