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Reason,
not happenstance, builds wealth. Asset allocation is the only true means
to accumulate real returns in an ever-changing market.
Roland Jones, President Capital Advisers
Relationship Enables the Unique Combination of Active Local Investment Management and Tax Deferred Growth
RALEIGH, N.C. (September 22, 2005) – Capital Advisers, Inc., a privately-owned, registered investment advisory firm founded in 1994, today announced a strategic partnership with Security Benefit, a Kansas-based provider of flexible investment solutions. The relationship gives Capital Advisors the ability to provide local management of assets within annuities.
"Our relationship with Security Benefit represents the intersection of active investment advice and tax deferred growth, which is the fasted growing niche in the annuity business," said Roland Jones, principal of Capital Advisers. "We feel very fortunate to have secured this partnership and look forward to offering this unique product and its benefits to our growing client base here in the Carolinas."
Security Benefit is an organization with more than 100 years of experience in the financial services industry. The firm is a trusted national leader in providing flexible retirement plans and investment solutions through independent financial planners. Security Benefit provides a broad variety of financial programs to investors in the advisor, banking, education, government, institutional, and qualified plan markets. The firm selectively partners with leading money managers to offer over 150 investment options, as well as proprietary fixed annuities, variable annuities, and mutual funds.
Capital Advisers (www.capitaladvisersinc.com) is an affiliate of Capital Investment Companies, one of the Southeast's largest independent financial services and brokerage firms. Capital Advisers provides its clients with cost-efficient and tax-effective investment of their assets. The firm uses sound, independent research and managed products – mutual funds, ETFs, hedge funds and separate accounts – to build a portfolio that meets each client's specific goals, objectives and risk tolerance. Capital Advisers then employs a modified constant weighting asset allocation strategy to minimize losses and capture gains.
About Capital Investment Companies
Capital Investment Companies is comprised of Capital Investment Brokerage, Inc., and Capital Investment Group, Inc., registered broker/dealers (Members NASD/SIPC), and their affiliates. Capital Investment Companies (www.capinvestco.com) is one of the largest independent financial services and brokerage organizations in the Southeastern United States, headquartered in Raleigh, N.C. The firm offers a wide variety of financial services including: traditional investment brokerage, money management, investment banking, trust services, no-load mutual fund management, mortgage services, estate planning, insurance services, retirement plans, and a community foundation. They offer their services to individuals, corporations, and the CPA and banking community.
Contact:
Ed Levens
ClearImage (for Capital)
(919) 863-2393 ext. 213
ed.levens@clearimagepr.com
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