- 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.
The Dow recently hit a record high of 19,000, triggering predictable excitement. This new high has been building since the election and is driven largely by bullishness about industries that…Read more.
Capital Investment Advisors is pleased to announce that Harris Lowe has joined the team. Lowe is a financial advisor with over 15 years of experience in the financial services industry….Read more.
Love him or hate him, Donald Trump will be our next president. In that capacity, he will have broad influence over many aspects of American life, including the economy. While…Read more.
“Hope I die before I get old.” Remember when that lyric from The Who’s “My Generation,” was a Baby Boomer mantra? Sigh… Ah, to be young, idealistic, and poor. In…Read more.
Election Day has finally come and gone with one final twist—a surprisingly easy Trump victory. While markets were down over 800 points in the wee hours of the morning, they…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.