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About CAPITAL INVESTMENT MANAGEMENT INC.
CAPITAL INVESTMENT MANAGEMENT INC. is a leading financial advisory firm dedicated to helping clients achieve their financial goals. Founded in 1985, the firm has over 30 years of experience in providing personalized and comprehensive wealth management services.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive wealth management services
- In-depth knowledge and expertise in the financial industry
- Offers a range of financial services to meet client’s needs
- Specializes in creating customized investment portfolios
- Committed to helping clients achieve their long-term financial goals
Facts and Insights
As a financial expert, CAPITAL INVESTMENT MANAGEMENT INC. has access to valuable insights and industry research that inform their investment strategies and recommendations. Their team of financial advisors stays up-to-date on market trends and economic conditions to provide the best possible advice to their clients.
The company has a strong track record of success and has helped countless clients achieve their financial goals over the years. Their commitment to excellence and dedication to their clients have made them a trusted and reputable firm in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20+ | Over 30 years |
Financial Services Offered
CAPITAL INVESTMENT MANAGEMENT INC. offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
CAPITAL INVESTMENT MANAGEMENT INC. serves a wide range of clients including individuals, families, small businesses, and institutions. Their clients come from various industries and have different financial needs. The firm believes in building long-term relationships with their clients and providing personalized solutions based on their unique goals and objectives.
Fees & Compensation
CAPITAL INVESTMENT MANAGEMENT INC. is a fee-based advisory firm, which means their compensation is based on a percentage of the assets under management. This aligns their interests with their clients and ensures that their recommendations are in the best interest of their clients. The firm is transparent about their fees and provides a clear breakdown of the costs involved in their services.
Background
The team at CAPITAL INVESTMENT MANAGEMENT INC. is made up of experienced and knowledgeable financial professionals who are dedicated to helping their clients achieve financial success. The firm’s advisors come from diverse backgrounds in finance, accounting, and business, bringing a wealth of expertise to the table.
Financial Advisor Disclosures to Know
Prior to working with a financial advisor at CAPITAL INVESTMENT MANAGEMENT INC., clients are provided with a disclosure statement that outlines the firm’s services, fees, and any potential conflicts of interest. The firm is committed to transparency and ensuring that their clients have a complete understanding of their relationship and the services provided.