General Info

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.