Every year, Barron’s publishes a special report listing highly reputable, top-performing advisors across the US. We’re proud to announce that our Chief Investment Strategist, Wes Moss, has made the list again this year.

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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. Prior to joining Capital Investment Advisors, Harris spent a number of years at Suntrust, Reliance Trust Company, and PriceWaterhouseCoopers where he developed his expertise assisting business owners, individuals, families, and retirees.

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Wes Moss was recently interviewed on The Dana Barrett Show on biz1190 to address the upcoming election’s impact on markets and investment portfolios.

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ATLANTA – September 12, 2016 – Capital Investment Advisors, a fee-only financial advisory firm, today announced that it has been recognized for the third consecutive year as one of the top 10 Best Places to Work by the Atlanta Business Chronicle. Capital Investment Advisors is ranked No. 4 this year on the publication’s Small Companies list after competing against over 600 companies. Announced on September 9, the list recognizes successful Atlanta-area companies for their outstanding employee satisfaction and employee-oriented culture.

According to Mitchell Reiner, COO of Capital Investment Advisors, the recipe for success is simple. “At Capital Investment Advisors, we recognize that it’s all about our people. Happy employees drive success. We hire great people who, in turn, become a family. This creates a work environment that is caring, consistent, and really fun,” says Reiner. Capital Investment Advisors Partner Wes Moss continues, “It’s an honor to be recognized 7 out of the last 10 years by our employees and the Atlanta Business Chronicle for workplace satisfaction. Our corporate culture is truly unique, and every client and employee who walks into the building can feel it.”

The Atlanta Business Chronicle, in partnership with Quantum Workplace, surveys the metro area’s employers and employees on a yearly basis to find those companies who make working and living in Atlanta even better. You can view the complete Atlanta Business Chronicle list of Best Places to Work – Small Companies HERE.

About Capital Investment Advisors

Capital Investment Advisors is a fee-only financial advisory and portfolio management firm based in Atlanta which manages over $1.5 Billion in assets. Since 1996, CIA has been providing clients with financial strategy and management tailored to the client’s individual circumstances and objectives. For more information on Capital Investment Advisors, please visit http://www.YourWealth.com or call 404-531-0018.

For Immediate Release
Andrea H. Rizk
Rizk Public Relations
andrea@rizkpr.com
404-316-0251

The Atlanta Business Chronicle recently featured Chief Operating Officer, Mitch Reiner, in a one page profile about his accomplishments in the community and among his peers as an Outstanding Young Alumni recipient.

The feature profiles Mitch’s career, his time at Terry College of Business, and his involvement in organizations such as LEAD Atlanta, Leadership Sandy Springs, and WonderRoot.

Some notable quotes about his achievements came from Wes Moss, Ben Ayers of University of Georgia, and Chris Appleton, Executive Director at WonderRoot. Appleton stated about Reiner, “It is encouraging and inspiring to work with someone who takes their civic commitments so seriously.”

Read the full article here if you are an Atlanta Business Chronicle subscriber.

Chief Investment Strategist, Wes Moss, was recently featured in a Huffington Post article highlighting the top social influencers in personal finance. Ranking alongside Clark Howard, Suze Orman, and others, the list showcased these popular influencers in personal finance and wealth.

The individuals listed were established through a process of more than 100 hours of research and scrutiny, utilizing industry-leading exposure and engagement tools like Little Bird, Alexa, GroupHigh, LinkedIn, Klout, and a variety of others. After scouring through more than 700 money experts, the agency employed a precise and proprietary ranking algorithm to develop the hierarchy seen here. Metrics such as social reach, engagement stats, influence among fellow experts, and credibility were all weighted for final position determination.

To see the full list of the top 50 personal finance authorities, visit MoneyTips.com.

In a recent interview on Perspectives with Condace Pressley, Mitch Reiner shared his stance on how young leaders can make impact through social change and being a strong corporate citizen, while maintaining the balance of career and family.

Listen to the full interview here (jump to 13 minutes for Mitch’s interview).

Mitch Reiner Interview on Perspectives

In a recent interview during the Dana Barrett Show on biz1190, Mitch Reiner shared his thoughts about what it means to “give back” during your career.

During his interview, Reiner (Chief Operating Officer at Capital Investment Advisors) shared what it means to give back. He also discussed his passion for economic and community development around Atlanta through his role as newly elected President of WonderRoot. Listen to his interview during Hour 2 of the Dana Barrett Show.

In a recent AJC interview, Mitch Reiner commented on the tougher rules on retirement advisement now requiring brokers and other commission-paid investment advisers to put clients’ interests first.

President Barack Obama championed the tougher so-called “fiduciary” requirement — one of the biggest changes to hit the financial world in generations — to help save millions of investors from costly fees, improve retirement prospects and stem abuses that have claimed life savings in some cases.

In essence, it requires retirement advisers to suggest investments that are best for clients’ circumstances and pocketbooks, regardless of what fees or commissions the adviser might miss out on.

Reiner commented, “I think it’s about time. A client’s benefits should be a priority over advisers.”

He expects many brokers to shift away from commission-based products and put more of their clients in accounts that charge fees to manage their money — typically 1 percent annually.

That will reduce potential conflicts of interest, said Reiner, but it likely also means more firms will require managed-account customers to have bigger retirement nest eggs.

“The people who are going to be affected by this are people with lower balances,” said Reiner. His firm, like other money managers regulated by the U.S. Securities and Exchange Commission, already has to meet similar clients-come-first rules.

The U.S. Department of Labor rolled out its rule as an update to regulations dating back to the 1970s, when most employers offered traditional pensions and 401(k)s didn’t even exist.

Some industry players complain that the new investor protections don’t go far enough.

Read the full AJC article here. 

We are pleased to announce our President and CEO has been named one of Atlanta’s Top 100 Business Leaders in Finance. Michael Reiner has been in the financial industry for more than 25 years and co-founded Capital Investment Advisors and Capital Administration. 

Michael is a frequent guest on the “Money Matters” radio show offering his expertise on financial matters. He is also a frequent guest speaker for many non-profit groups in and around the Atlanta area and has been listed in the Atlanta Business Chronicle’s top Who’s Who for five years in a row.

Read more in the Atlanta Business Chronicle.