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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.
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“Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” — Chinese general Sun Tzu The battle to secure our financial future is…Read more.
Mitch Reiner (BBA ’05) is a partner, chief operating officer, and investment advisor with Atlanta-based Capital Investment Advisors, which also has offices in Sarasota, Florida and Tulsa, Oklahoma. He has…Read more.
As the 2016 Terry College of Business Young Alumni of the year, I am honored and humbled by this award. I can honestly say that my reality has thus far…Read more.
I recently took this question from a listener to “Money Matters,” my Sunday morning radio show: “Wes, this is Betty. I’m 54 and thinking about retirement in the next five…Read more.
The First Quarter Was One For The Record Books (And Not One We’d Like To See Again Soon). If one’s New Year’s resolution was to avoid the financial markets for…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.