Investment Advice

independent investment adviceAt the heart of everything that we do is our commitment to providing independent, objective investment advice. There are many different advisors and business models in the financial services industry. We have chosen to operate in a manner which most closely aligns us with your interests. Independence allows for the greatest freedom of thought and the liberty to choose your own path to happiness.

Being independent investment advisors allows us the greatest opportunity to choose to work with multiple strategic partners in order to build a portfolio for you that is professionally managed by some highly experienced individuals and firms in the financial services business. When you hire someone to do a job for you, you want to ensure they have the best tools available to do the job. Capital Insight Group is owned by our advisors. Therefore, there are no outside interests dictating what should go into a client’s investment account so there are, consequently, no constraints on the tools that we can use to build your portfolio.

You also want to know that you are receiving objective, unbiased advice from the professionals with which you choose to work. Since we are paid similarly no matter the product or service we recommend, we remain objective in the process and are able to make recommendations to you without worrying about the consequences. Our fee-based approach serves to align the outcome with your particular stated goal.

Some of the benefits of working with us include:

    • Knowing that your portfolio will be professionally managed
    • Strategic partnerships with Wall Street investment firms as well as boutique investment managers located throughout the United States
    • A full suite of investment products and services are available
      • Individual stocks or bonds, mutual funds or Exchange Traded Funds (ETFs)
      • High yield savings and money market funds
      • Separately managed accounts
      • Alternative investments, including limited partnerships, Real Estate Investment Trusts (REITs) and Business Development Corporations (BDCs)
      • We offer a variety of fixed and variable annuities, which can help us to find one that fits your individual situation and goals
      • Independent, personalized investment advice

Above all, we believe in doing what is right.

Contact us now to schedule an appointment with one of our educated, experienced and knowledgeable investment advisors in Peachtree Corners.

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