Capital Investment Advisors

Wes Moss Talks Capital Investment Advisors, Money Matters and Life as an Investment Advisor on ‘Fathers After 50’

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Wes Moss talks with Greg from Fathers After 50 about his early career, how Money Matters began, his day-to-day life as an Investment Advisor, preparing for retirement, and his research on happy retirees.

Click the photo below to listen.

This information is provided to you as a resource for informational purposes only and is not to be viewed as investment advice or recommendations.  Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved.  There will be periods of performance fluctuations, including periods of negative returns and periods where dividends will not be paid.  Past performance is not indicative of future results when considering any investment vehicle. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.  Investment decisions should not be made solely based on information contained in this article. The information contained in the article is strictly an opinion and for informational purposes only and it is not known whether the strategies will be successful. There are many aspects and criteria that must be examined and considered before investing. AUM data is as of December 2019. Capital Investment Advisors believes in offering access and availability with strategic partner firms. Each firm is conveniently located on the same floor as CIA in the Sandy Springs office. Please note, each firm is under a separate agreement and fee schedule for clients. There is no obligation to engage the services of any or all strategic partner firms. CIA is not compensated for referrals from strategic partner firms.  Not all strategic partner firms, and their services, will be suitable for everyone. CIA simply wants to offer you a trusted resource that can work with you, and us, through this process. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Investment Advisors, LLC (“CIA”) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of CIA or any of its financial advisors by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Therefore, individuals who did not submit an application for consideration were excluded and may be equally qualified.  Rankings are generally limited to participating advisors.  CIA does not pay a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.

Barron’s magazine “America’s Top 1,200 Financial Advisors” rankings are based on quantitative and qualitative criteria data provided by over 4,000 advisors. The ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This report lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Wes Moss was ranked in 2014, 2015, 2016, 2017, #7 in 2018, #7 of 30 Georgia advisors in 2019 and #7 of 30 Georgia Advisors in 2020. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither CIA nor Mr. Moss paid a fee to Barron’s in exchange for the rating.

Barron’s magazine “Top 100 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Wes Moss was ranked #90 in 2017, #65 in 2019. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.

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