Capital Investment Advisors Inc. | 772-231-3122

1401 Highway A1A, Suite 207, Vero Beach, Florida 32963

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Financial Services

Through CIA’s relationship with Fidelity Investments®, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity Investments brokerage account. Fidelity Investments provides clearing and custody services to Capital Investment Services, Inc. In addition, CIA offers a quarterly report showing year-to-date performance of your investment portfolio. To keep you up-to-date on what’s happening in the financial world, CIA produces an easy-to-read quarterly newsletter.

CIA is known for its expertise in wealth management, financial planning and insurance solutions.

Operating side-by-side with legal and tax-planning advisors, we also offer comprehensive tax and estate planning services, generational wealth transfer and charitable planning.

The Capital Advantage includes an impressive list of services, not usually found in a single, let alone, boutique-sized firm.
 
In-House Services
  • Portfolio Management
  • Retirement Planning
  • Life & Annuity Analysis    
  • Life Insurance Settlements
  • Charitable Gift Planning
  • Long Term Care Planning

Services Via Professional Affiliations
  • Estate Planning
  • Corporate Trustee
  • Tax Planning & Preparation
  • Check Writing & Accounting
  • Guardians & Elder Care

Customized Advice
  • Avoiding probate
  • Areas of second marriage asset management and distribution planning
  • Pre-planning for divorce   
  • Estate planning for non-resident aliens and resident aliens
In order to provide an holistic approach to all money matters, our various alliances include:
  • Attorneys & Accountants
  • Banks, Trust Companies & Insurance Firms
  • Mortgage Financing
  • Bill Paying, College Planning & Medicaid Planning, etc.

What can I count on with CIA’s services?
  1. Absolute confidentiality
  2. Qualified, experienced and credentialed professionals
  3. Up-to-date solutions
  4. Unbiased advice and judgment

Consider CIA when you are looking for the very best investment advisors who provide a wide selection of diverse services.
 
© 2011 Capital Investment Advisors, Inc.

Fidelity Investments is an independent company, unaffiliated with Capital Investment Advisors, Inc. Fidelity Investment is a service provider to Capital Investment Advisors, Inc. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Capital Investment Advisors, Inc. and does not guarantee or assume any responsibility for its contents. Fidelity Investments is a registered service mark of FMR LLC. Clearing custody or other brokerage service may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC. 601648.1.0.