Spanning five decades
From its inception in 1968 into
the 21st century - Capital Analysts Incorporated has a tradition of excellence
and personalized service. As one of the first independent financial planning
broker/dealers, CAI helped pioneer the application of diversification and asset
allocation. Because of the many resources we offer and our superior client
service, we have developed a strong network of independent Financial Advisors
who are committed to providing the highest quality advice to their clients.
Comprehensive financial planning involves investment
strategy, tax analysis, retirement and estate planning, insurance consulting
and skilled money management.
Comprehensive and Independent
The field of financial planning is crowded with insurance
companies, investment houses, attorneys and accountants - all selling their
services. Each promises advice on limited aspects of and individual's financial
and business affairs.
However comprehensive financial planning involves
investments strategy, tax analysis, retirement and estate planning, insurance
consulting and skilled money management.
Capital Analysts advocates a comprehensive approach to
financial planning. Our process is founded on two major principles:
- Your major investment decisions should be in concert with
all other elements of your financial life.
- The most important investment decision you will make is
the choice of an investment strategy to build and preserve your wealth.
Additionally, there is a need for independence - the freedom to objectively choose the best products and services for clients.
Capital Analysts is independent: We maintain relationships with many outstanding investment distributors who have undergone thorough due diligence and ongoing monitoring. The independent Financial Advisors who affiliate with us have complete freedom to choose what's best for their clients from and extensive selection of high quality products and services
Securities and Investment Advisory Services offered
through Capital Analysts Incorporated:
A Registered Investment Advisor, Member NASD & SIPC
4825 Trousdale Drive, Suite 231 Nashville, TN 37220 (615) 259-2670