Capital Investors Advisory Corporation

Capital Investors Advisory Corporation is a registered investment advisor based in Dublin, Ohio, providing portfolio management and pension consulting services since 1990. Capital Investors Advisory Corporation builds non-discretionary investment portfolios tailored to each client's specific needs and objectives, primarily utilizing mutual funds and model portfolios, including the SEI Asset Allocation Program. Capital Investors Advisory Corporation also assists clients by recommending third-party money managers when appropriate. As part of portfolio management services, Capital Investors Advisory Corporation may offer clients a complimentary financial plan. Additionally, Capital Investors Advisory Corporation offers pension consulting services to employee benefit plans and their fiduciaries, including plan reviews, fund selection advice, and participant education. Capital Investors Advisory Corporation operates under a fiduciary standard when advising on retirement accounts, ensuring recommendations are in the client's best interest. Certain personnel are also licensed as independent insurance agents and may earn commissions from selling insurance products, creating a potential conflict of interest.