Listening | Understanding | Taking Action

Welcome to Capital Investment Management! Our goal is to provide an alternative to the impersonal financial planning services offered by some in today’s marketplace. Our Financial Advisors strive to be different by listening to the needs of our clients and future clients. Our entire staff is committed to being customer driven and building long term relationships/friendships with our clients.
We exist to serve you. Period.
OUR CORE VALUES
Integrity
Honesty
WHY WE'RE DIFFERENT
We are independent of banks, insurance companies, and Wall Street firms
We adhere to the Fiduciary Standard
All of our Advisors are CERTIFIED FINANCIAL PLANNER™ Professionals
We practice the "Golden Rule"
We are a Registered Investment Advisor (RIA)
You will always speak to a live receptionist during business hours
Newsletters
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.