The time for this kind of company has passed. Before it shut down in 2007 it was a back office for independent financial advisors. The Capital Analysts brand (if it could be called that) carries...
Capital Analysts
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Capital Analysts, a Lincoln Investment company based in Wayne, PA, serves as a business partner to independent financial professionals, providing comprehensive wealth management services tailored for affluent clients. With a focus on personalized service and advanced technology, they offer a turn-key wealth management platform that encompasses a full spectrum of financial products and independent proprietary research.
Operating as a Registered Investment Adviser, Capital Analysts emphasizes the importance of collaborating with financial professionals who navigate their clients toward achieving their financial goals. Their mission supports various aspirations such as travel, community engagement, and lifestyle exploration, fostering a vision-driven approach to wealth management.
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