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. Lillian and Michael Mulherin created this fee and relationship based business over 30 years ago, and the pillars supporting the business are the same today as they were when it all began.
Present day, daughter Maureen McShane carries on their legacy as President and CEO of Capital Investment Management. Having been in the business for over 17 years, she has extensive knowledge of the financial industry. This coupled with her strong family values and high integrity, has made Maureen stand out as a trusted advisor in the community.
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 Loring Ward provide us with access to academic leaders, Nobel-prize laureates, as well as many leading economists and scientists. It is through this collaborative effort that we develop effective investment strategies, and have more face time available to spend with clients.