Behind the curtain.
J. Andy Ingram, AIF®
“We design and implement carefully curated
investment portfolios, products & services
with a personal experience that seamlessly integrates
technology along with a unified human advice driven collaborative.”
— J. Andy Ingram, AIF®
Affiliated partners.
Chief Investment Officer
Ryan Mumy, CFP
Capital Investment Advisory Services - Hickory Office
Director of Operations
Nicole
Capital Investment Advisory Services - Hickory Office
Trading Assistant
Andrew Rader, CFP
Capital Investment Advisory Services - Hickory Office
Our People Team
Operations Specialist
Bianca
Capital Investment Advisory Services - Hickory Office
Operations Specialist
Brittany
Capital Investment Advisory Services - Hickory Office
Operations Assistant
Brooke
Capital Investment Advisory Services - Hickory Office
Elements.
Wisdom.
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What Plan Sponsors Should Expect From a Retirement Plan Adviser
“You really need to ask a lot of questions about that adviser to ultimately get them to disclose whether they’re in this for you or for them—because they’re supposed to work for you. That’s ...
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Your Retirement Plan Has A Disease!
Workers may not be receiving the full value of their 401(k) retirement savings because of hidden fees, according to a new study by Employee Fiduciary LLC....
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Common Wealth Transfer Mistakes Families Make
When you think of the transfer of wealth and mistakes that come from this, your mind drifts to news articles of famous people who died without a will or estate plan. This is definitely a mistake but n...
