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Our Family
Serving Yours

Our goal is quite simply to serve you and your family by helping you identify and work towards achieving your life's goals.

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What We Do
We help families and
individuals navigate the
complex world of finance.

Our Approach

Our firm was formed from a strong desire to be on the same side of the table as our clients, where interests are aligned, expectations and intentions are clear, and results are mutually beneficial. 

A family legacy, Capital Investment began over thirty years ago as a fee and relationship based business.  Maureen McShane has carried on this legacy for over twenty years with the same strong family values and high integrity as her parents.

The company has partnered with key experts and associates to foster a team approach in serving clients.  Dimensional Fund Advisors and our independent investment committee at Focus Partners Advisors Solutions provide us with access to academic leaders, as well as, Nobel Prize Laureates.  It is through this collaborative effort that we develop effective investment strategies, and have more time with clients.

How We Help 
Creating confidence in
your financial future

We believe serving you best involves having a complete picture of you as an individual.  We work closely with our clients to identify their life/financial goals addressing high priority areas such as vision, values, health, work, family, lifestyle, and financial comfort.  We discuss and differentiate between needs, wants, and wishes, and then help our clients prioritize using a “Life Map”.

 

Holistic Planning

Our style of engagement provides clients with a structured way of prioritizing goals and is a strong mechanism for creating alignment to those goals.

Our Approach

Portfolio Management

The Asset Class Investing philosophy we support is based on nine decades of data, analysis and research, insights from behavioral finance and close relationships and leading academics.

Help Me Grow

Retirement Strategies

Years of experience have prepared us to guide you through your life transitions.

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Risk Management

Identification of personal risk and risk transfer are important goals for your plan.

Keep Me Protected

About Us 
A Team Dedicated
To Your Goals

We have developed a reputation for educating individuals in a manner to easily grasp personal finance and use those concepts to pursue their financial objectives. We feel a personal commitment to our community.

Take Our Free Quiz!

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Our Process 
Who you work with makes a
difference.

Step 1: Discovery Call

Begin the process with us on evaluating our services and beliefs immediately on the first call.  We are dedicated to becoming your most trusted advisor.

Step 2: Build Your Plan

It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax-efficient manner.

Step 3: Enjoy Life

Feel secure knowing that you have collaborated in a plan developed specifically for you and your goals.

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Are You Ready? 
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