Our commitment to providing our advisors and their clients’ access to some of the best investment information and products available is demonstrated at many levels.  At our core, both Capital Analysts of New England and our broker dealer, Capital Analysts Incorporated, are process, not product, driven.  We do not have our own proprietary products and therefore our research remains unbiased.

• We have a wide array of financial products and services that allow our advisors to work with their clients in the most appropriate way-assets under management, direct with mutual fund companies, fee only, individual money managers, laddered bond portfolios, managed accounts, etc.

• In addition to the vast resources provided by Capital Analysts Incorporated, we offer our own in-house investment resources.  Our investment team is headed up by Brian Glazer, who is responsible for all of the portfolio reviews and analysis.  Wes Cullinane is in charge of ensuring that all of our trades and transactions are executed correctly and in a timely manner.  Between them, our investment department provides the following services to our advisors:

  1. Analyze and design portfolios for current and prospective clients;
  2. Create presentations for clients and prospective clients;
  3. Oversee Quarterly Report generation and train administrative staff on investment software applications;
  4. Research equity products and maintain relationships with investment wholesalers;
  5. Process all new business paperwork ensuring that all paperwork is in good order;
  6. Process all trades and transactions; and
  7. Act as an intermediary between our advisors and CAI and ensure that all transactions happen appropriately.

• One of the main strengths of our in-house team is that they understand how each advisor likes to work and they tailor their approach to give the advisor the exact material he/she is looking for and in a format that is most helpful.  Having the ability to design for specific clients and advisors allows our team the ability to prepare creative, personalized material.

• The ultimate goal of our team is to provide proven, sound recommendations in a way that allows our advisors to spend more of their time in front of their clients developing the kind of relationships that lead to satisfied long term clients.