Capital Investment Companies

Capital Investment Companies is a group of independent financial services firms in Raleigh, North Carolina. It has operated for around three decades and has stayed independent rather than merging, bringing its specialists together through what it calls the Ensemble Platform.

Products and services

• Investment brokerage: trading in equities, corporate, municipal and government bonds, mutual funds, options and money market funds.
• Investment advice and money management: advisory services and portfolio reviews through its counsel and adviser companies.
• Retirement plan services: setting up and running retirement plans.
• Trust services: trust administration for clients.
• Financial and estate planning: planning work that includes annuities and insurance.
• Corporate finance and investment banking: services for businesses raising capital.

Clients

Individual investors and businesses in need of investment, retirement and planning services, as well as banks through its bank investment services.

Key facts

• Based in: Raleigh, North Carolina, USA
• Group companies: Capital Investment Group, Capital Investment Brokerage, Capital Investment Counsel and Capital Advisers
• History: About three decades in operation