Spanning five decades, from its inception in 1968 as one of the original financial planning broker/dealers and into the 21st Century, Capital Analysts Incorporated has had a tradition of excellence and personalized service. The company has set trends in the industry, and pioneered the concepts of multi-tiered asset allocation, proprietary mutual fund research and open architecture asset management programs. CAI has a history of financial strength and stability, and has been so successful in what it does that a recent survey of its financial advisors by an independent consulting firm showed that an overwhelming 96 percent felt the company was meeting or exceeding expectations.
Partial Data by Infogroup (c) 2024. All rights reserved.
Partial Data by Foursquare.