For individuals - INVESTMENT MANAGEMENT
Confidence Through Clarity: Investment Management That Works for You
Our process curates investments from the full universe of viable vehicles, creating portfolios that are efficient, transparent, and fully aligned with your objectives. Every portfolio is designed with purpose: to grow and protect your wealth, manage volatility, and deliver results that stand the test of time.
Whether your portfolio is $500K or $10M+, our fiduciary-driven framework ensures cost efficiency, ongoing monitoring, and discipline through all market cycles.
Capital Investment Co. of Virginia
Investment Management is about intelligent structure, not speculation.
From the Founder
“We believe successful investing is built on discipline, not prediction, focus on process, manage risk, and let time do its work.”
J. Andy Ingram, AIF®, QPFC®, CPFA™, C(k)P®, Ri(k)™
Capcova + sollinda
Core Services
Investment Advisory
Objective, fiduciary guidance tailored to your goals.
Asset Allocation
Diversified structures engineered for your time horizon and risk profile.
Portfolio Management
Actively monitored and rebalanced to maintain intended outcomes.
Risk-Focused Equity & Fixed Income
Targeted exposures across global sectors, duration tiers, and factor weights.
Dynamic Rotation Strategies
Tactical shifts responding to macroeconomic and market conditions.
Managed Treasuries
Liquidity and yield optimization using short-term instruments and direct Treasuries.
Tapered Assets Fee Schedule
$5K – $1M
1.00%
$1M – $2.5M
0.80%
$2.5M – $5M
0.75%
$5M – $7.5M
0.65%
$7.5M – $10M
0.55%
$10M+
0.40%
On Demand
Family Office Arrangements
Success Story
Simplified, Diversified,
& Transparent
A blended family with multiple brokerage and IRA accounts across five institutions wanted a simpler, more coordinated structure. After aligning their objectives and risk profile, we consolidated holdings into a single managed household platform, reduced overlapping positions by 38%, and cut total portfolio costs by 0.42% annually. The result, clearer reporting, unified strategy, and peace of mind knowing every dollar now has a purpose.
Capcova + sollinda
The Investment Strategy Activity Spectrum
Strategies
From less trading to dynamic repositioning, we’ll help you find the right activity level for your clients.
Core
Fully invested portfolios while adapting to evolving market conditions.
Tactical Strategies
Built on data-driven, signal-based framework.
Rotation Strategies
Designed specifically to address the changing nature of market corrections.
Active “Equity” Strategies
Our most active strategies, representing our commitment to responsive, opportunity-driven investing.
Active Risk Focused Income
Where traditional bond allocation meets active, tactical flexibility.
Enhanced S&P
A more risk-aware way to participate in familiar blue-chip exposure than simply buying and holding an index fund.
Custom "Multi-Strategy / Adaptive" Blends
Symbiotic Portfolio of Strategy Blends unique to our Clients’ objectives. A TRUE Custom Adaptation.
Capital Investment Co. of Virginia
Collaborate with a Coordinated Team of Specialists
Our investment process integrates with your broader financial life, connecting to your tax, estate, and business planning so your portfolio is never managed in isolation. With coordinated specialists, you gain one synchronized strategy supporting every decision.
Capital Investment Company of VA
Build confidence through clarity. Let’s design a portfolio built for your future.
FAQs
Frequently
Asked Questions
What does an investment manager actually do?
An investment manager builds and monitors a portfolio based on your goals, risk tolerance, and timeline. That includes asset allocation, rebalancing, risk controls, tax-aware decisions, and ongoing oversight through market cycles.
How is fiduciary investment management different from brokerage investing?
Fiduciary management is required to act in your best interest and emphasize transparency and reasonableness of cost. Brokerage relationships may focus more on transactions or suitability, which isn’t the same as ongoing fiduciary oversight.
How is my portfolio customized for me?
Customization is driven by objectives, taxes, cash-flow needs, time horizon, and risk profile. Portfolios can range from simple core allocations to more advanced approaches like dynamic rotation, managed treasuries, and diversifiers when appropriate.
How do you manage risk in volatile markets?
Risk is managed with disciplined allocation, diversification, rebalancing rules, and scenario testing—not market timing. The goal is to reduce avoidable downside while keeping the portfolio aligned to long-term objectives.
How much does investment management cost?
Most advisory fees are based on assets under management and often taper as assets grow. The key is clarity: you should understand what you pay, what services you receive, and how decisions are monitored and documented.
What should I look for in an investment advisor near me?
Look for fiduciary responsibility, transparent fees, a repeatable investment process, and clear reporting. Local access is a plus, but disciplined oversight and documented monitoring matter most for outcomes.
Are there benefits to working with a Virginia-based fiduciary advisor?
Yes—especially for coordination with local CPAs and estate attorneys, and for planning around Virginia-specific considerations. But the deciding factor should be fiduciary discipline, not geography alone.
contact
It All Begins with
a Conversation.
Have questions or need assistance? Reach out to us through our contact form below. We're here to help you connect and collaborate!
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