| Our Services |
We are an independent Investment Management
Company devoted to bringing superior investment
management expertise to our clients. |
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Capital Investment Management, Inc. specializes in the management of investment accounts ranging from regular investment accounts ranging from regular investment brokerage accounts to IRA's, SEP IRA's, SIMPLE IRA plans, custodial accounts, and other investment types.
After a careful analysis of your circumstances and a thorough conversation to determine your investment objectives, a personalized portfolio is developed. We generally utilize mutual funds as the securities for the accounts, similar to the way 401(k) and other pension plans operate.
As an Investment Management Company, we have no commissions. We accept no commissions...from our customers, brokerage companies, mutual fund, other securities ...none. This way, you know that securities selected for your account are based on what we think is best for you, not on which security we can earn the best commission. We are paid one management fee for the year. Our fees are solely based on the amount we manage, and that amount is always clearly articulated on a quarterly basis. After the accounts are established, they are managed on a monthly basis, with changes made as circumstances warrant.
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| Why We Are Different... |
There are numerous providers of financial services. They include financial planners, account executives, investment advisors, money managers, brokers, dealers and agents. Many propose to be unique, or the best at what they do. In that respect, we are no different. We think that no one provides more research, more attention, or more reviews more frequently to each person's account than Capital Investment Management. That is the foundation of CIM.
We are dedicated to you, not a brokerage company. We answer to no brand name company, have no superiors, and focus our attention on our main objective -- to provide the best investment management, customer service, and financial expertise available anywhere. We answer to you, our customer, by ensuring that you and your accounts are properly cared for and properly managed.
Each account is specific. With every new account opened, we spend considerable time selecting the proper investments. We have no "canned" or prepared selections. The selections are based on our conversation and study of your circumstances. No two accounts are alike. They are individually prepared and receive their own individual attention.
We have nothing for sale. We are account managers ...active portfolio developers and account managers of investment accounts. Our focus is on caring for our clients' accounts, not selling investment products.
We are influenced by you, not by gimmicks. Our commitment is to you. We are not influenced by sales goals, or tied to specific investment providers. We are not motivated by commissions, sales points, trips, awards, or other gimmicks to acquire your business. Our objective is simple...to genuinely take care of you and your accounts. With that accomplished, our business takes care of itself.
Our research materials are from the best sources available in the nation. Based on our own independent selections, we choose what is appropriate for your accounts... not recommendations handed down from a home office.
We keep our clients informed. Throughout the year we consistently inform our clients of not only the status of their accounts, but the performance of those accounts. we believe that it is important for you to not only know your account balance, but to also know how well it is or isn't doing.
We have years of experience. We have 10 years of professional experience in the investment industry, and 20 years experience in the financial planning and income tax disciplines. The combination of these areas brings an unmatched level of professionalism to the development and management of your retirement accounts. Along with our independent approach, no one in our area can provide this level of professional management.
We stand behind our reputation. Our reputation is built upon the quality of service and expertise that we have provided our clients for years. It is not built upon another brand name, which only implies expertise. The brand name will not be managing your account ... only an individual, and most likely an inexperienced one. Make sure that individual has the experience to bring you the appropriate expert advice. Simply put ... we do.
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Contact Us