Services
We teach people how to accumulate and preserve wealth.

Below is a snapshot of some of the services we provide at Capital Ingenuity. For a more detailed description of what we do, please click on the "Read more" link. For a complete listing of our services, please see the menu on the right.

Personalized Financial Education & Coaching

Our Personalized Education and Coaching sessions are designed to give you the knowledge and skills you need to take ownership of your own investing and personal finance decisions. You have the opportunity to receive free telephone support between sessions. You will even get your first session free so you can try our service risk free before you decide to continue.

Employee Financial Education

As a benefit to your employees, have Capital Ingenuity do a group training session on the aspects on investing that directly relate to their benefits package. Among other topics we address, we are commonly asked to help employees better understand the concepts of asset allocation as it applies to their 401(k). When we are done, employees have a demystified and comprehensive understanding of the risks, opportunities, and market forces that make 401(k) investing complex.

Advisor/Broker Education

Financial Advisors seek our services to learn the real intricacies of investments. Often, financial services firms are so much more concerned with an advisors ability to sell that they neglect to teach their advisor the more sophisticated strategies of investment management that are needed to make clients money. If you want to improve your understand of investment strategy, we can help. More importantly, however, if you are making your clients money, your services will sell themselves.