How Can CIA Help You?

Request Consultation
Ask an Advisor
Financial Tools
Request Consultation
Ask an Advisor
Financial Tools
Income Portfolio Management

All Capital Investment Advisors (CIA) client portfolios are custom designed to meet your risk tolerance, income needs, time horizons and overall objectives. Portfolios are typically managed with a blend of both income- and growth-oriented investments.

When you retire, you need a steady cash flow to meet your daily needs and live out your dreams. At CIA, we are continually researching unique and innovative strategies that allow us to provide regular and consistent income options to clients, while still always focusing on capital preservation.

Our Income Investments Include:

  • Closed-End Funds (CEFs)
  • Master Limited Partnerships (MLPs)
  • Energy Royalty Trusts
  • High-Yielding Dividend Stocks
  • Individual Bonds
  • Bond Funds
  • Fixed¬†Income¬†Exchange Traded Funds (ETFs)
  • Individual Convertible and Preferred Securities

Speak with an advisor to see what your portfolio would look like.
Click here.

Get Started Today

Request Consultation
Ask an Advisor
Retirement Calculator
Retirement Calculator
Social Security Optimizer
eBook