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Capital Analysts of New England
With its founding in 1972, Capital Analysts of New England became one of the original firms to provide a full range of financial planning and wealth management services. A pioneer in the application of key financial concepts such as diversification and asset allocation*, Capital Analysts of New England has built and preserved the wealth of its clients for more than thirty-five years. Our advisors offer their clients true "wealth management" services including investment, financial, insurance, business succession and wealth transfer planning. Our core group of advisors has been here for over 20 years
At Capital Analysts we understand that each advisor has his or her own individualized needs and preferences, that no two advisors are exactly alike. Capital Analysts of New England is designed to help advisors grow their business by providing the support necessary to take their business to the “next level.” We provide our advisors with the following:
- PROFESSIONAL STAFF
- Our commitment to our advisors and to superior service begins with the work of our staff here in Braintree and is carried through in the selection of our broker dealer - Lincoln Investment, the insurance companies we represent, and our brokerage services. We combine our vast financial industry experience with state-of-the-art technology to bring our advisors the highest possible quality service.
- NO PROPRIETARY PRODUCTS
- Since neither Lincoln Investment, Capital Analysts, nor Capital Analysts of New England manufacture financial products, we are able to keep our objectivity to truly serve our client’s best interests. We search the marketplace for the best products to help meet your clients’ objectives.
- PROPRIETARY RESEARCH
- Through Lincoln Investment and Capital Analysts, we offer a broad spectrum of proprietary research including the ongoing evaluation of almost 14,000 mutual funds, as well as variable products and money managers. The research staff translates complex data into useful planning strategies to help you best meet your client’s needs. We also create and monitor investment models which use the most advanced ideas on portfolio construction and management.
*Asset allocation or diversification do not guarantee a profit or protect against a loss.