- My Account
We focus exclusively on investment management and specialize in income-oriented investing. We’re not “active traders,” we’re active managers of your wealth. Our philosophy is to provide personalized investment management to meet long-term goals in a style that considers all client objectives and expectations. Our strategy for you will be carefully crafted to fit your unique circumstances. Wherever you want your money to take you, the multi-faceted CIA professional staff will use its expertise in investments, taxes, real estate and small business operations to help you get there. Interested in getting started? Click here to schedule your consultation.
Click to listen to Wes Moss' latest radio show.
Click to read the most recent column.
“It was the best of times, it was the worst of times.” Charles Dickens wrote those words to describe Europe on the eve of the French Revolution, but they might…Read more.
A Decent Second Quarter, Despite Disruption From Our Friends Across The Pond Following the first quarter and its worst-ever start to a year for the US markets, the second quarter…Read more.
Just as technology advances, so do the tools cyber criminals use to steal. Wire fraud, identity theft, and email scams—especially “phishing”—currently threaten data security for broker-dealers and financial advisors— and…Read more.
The American family is under attack by an insidious foe of our own creation: the portable video device. Excessive use of smartphones, iPads and similar technological marvels is limiting our…Read more.
Our Chief Operating Officer, Mitch Reiner, was recently recognized by University of Georgia’s Alumni Association on their annual 40 Under 40 list. UGA’s 40 Under 40 recognizes successful young graduates who…Read more.
You might need to consolidate multiple 401(k) plans into a managed IRA to achieve your personal goals. You may also reposition your investments from growth stocks into income investments, real estate or dividend stocks.
You may need to generate income from investments and have a personalized equity portfolio that reflects retirement cash flow needs while also considering growth to counter the effects of inflation.
You may need supervision and management of your firm's SEP, 401(k) or profit sharing plans, or guidance on selling your business and retiring.