|
The Capital Advantage
Capital Investment Advisors, Inc., has entered into various alliances with established firms and providers (e.g. attorneys, accountants, banks, trust companies, insurance firms, mortgage financing,
bill paying, college planning, medicaid planning, etc...) to provide services to clients. Schorner and Associates is a primary alliance.
Capital Investment Advisors is a Registered Investment Adviser and financial planning firm headquartered in Vero Beach, Florida. We are committed to providing investment management guidance and personal financial planning for individuals, families, businesses, estates and trusts. We offer, in addition to our expertise and service:
- Absolute Confidentiality
- Qualified, Experience and Credentialed Professionals
- Current Solutions
- Unbiased Advice and Judgment
Our investment management model’s key objective builds and preserves wealth for our clients. We do this through a “trend-following approach”, which maximizes growth while minimizing losses. Our financial planning model’s key objective assists you to achieve and maintain financial security through a six-step financial planning process. It is a dynamic, continuing approach that continues throughout your lifetime.
|