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Investment Planning

At Capital Intelligence Associates, we believe that investing is about pursuing specific goals, not achieving a set rate of return. As independent investment advisors, our focus is on helping you find balance in pursuing your investment goals and protecting what is most important to you and your family. Our approach begins with helping you to identify and clarify your life goals and investment objectives so we can recommend appropriate strategies aligned with your needs.

Through our strategic approach to asset allocation and investment planning, we develop strategies that seek to help you:

  • Meet income needs over time
  • Manage risk in line with your goals and time horizon
  • Generate growth to outpace inflation
  • Align your investments with your values

An Emphasis on Due Diligence
LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a universe of top industry talent to select among in constructing your portfolio. The LPL Financial Research team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select, leading industry separate account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.

As independent advisors, we have access to a full array of non-proprietary financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed. We seek to create investment strategies tailored to your needs that may include:

  • Cash and money market funds
  • Municipal, treasury and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Fixed and variable annuities
  • Alternative investments, including REITS, hedge fund strategies, private equity, managed futures and more

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.