Capital Investment Company of VA
Who We Are
Capital Investment Co. of Virginia is a financial services firm specializing in holistic wealth management for both individuals and institutions to give every one of our clients the confidence they need to live a truly inspired life.
The curators
Behind The Curtain.
DATA
Strategy.
At its core, every strategy has thousands of data points specially woven to realize or achieve a purpose.
Human + Technology
Curate.
Open Architecture coupled with Innovation lead our collaborative curations from the world of viable investments.
Manage
Monitor.
Proactive, diligent and disciplined monitoring is vital to our successful outcomes.
Capital Investment Company of VA
Meet Andy
J. Andy Ingram, AIF®, QPFC®, CPFA™, C(k)P®, Ri(k)™
With the strength of Independence, “Capital Investment Company of Va” was founded upon a desire to advise and steward best interest solutions and services that, at their foundation, represent the standard of excellence of the trust placed in them by the individuals, families and businesses we partner.
Credentials & Designations
Sollinda Capital Management
We. Help. People.
Ryan Mumy, AIF, CFP
Chief Executive Officer
T Kiang Tan ``TK``
Chief Technology Officer
Justin Greenhill
Chief Investment Officer
Nicole Owenby
Chief Operations Officer
Brittany Macchia
Lead Advisor Advocate
Andrew Rader, CFP
Financial Planning Director
Anna Winger
Chief Legal Advisor
Brooke Marcum
Operations Specialist
Designing Wealth Solutions As Unique As Your Family
Who We Are
Sollinda Family Office can act as your family office, providing a comprehensive and strategic partnership. We serve as your centralized advisor, aiming to bring more clarity to complex financial matters through personalized discussions and regular portfolio maintenance.
Capital Investment Company of VA
Find Your Inspiration.
Capital Investment Company of VA
Collaborate With Specialists
Discover the confidence of working with a Specialist Advisor on your Employer Retirement Plans and find out how our Lifestyle Planning and Investment Management processes help individuals, Families and Businesses prosper.
FAQs
Frequently Asked Questions
Why do I need a financial advisor?
Money decisions are complicated, and small mistakes can cost big. I simplify your options, help you avoid costly errors, and build a clear plan for your future.
What’s the difference between financial planning and investing?
Investing is one part of the picture. Financial planning covers the whole picture—retirement, taxes, insurance, estate planning, and how it all works together.
Do I really need to save for retirement if I have a 401(k)?
Yes. A 401(k) is a great start, but it’s just one tool. I’ll help you maximize it and build a retirement income plan that lasts.
Is now a good time to invest?
Yes—if you invest with a plan. We match your timeline and risk level, then put cash to work in stages so you don’t rely on perfect timing.
What’s a “good” annual return?
A good return is the one that gets you to your goals with risk you can live with. We set expectations by plan, not headlines.
What should I do with an old 401(k)?
You can leave it, roll to your new plan, or roll to an IRA. I compare fees, fund choices, and protections, then execute the rollover for you.
What are my fiduciary responsibilities as a plan sponsor?
As fiduciary, you must act prudently, document decisions, monitor investments, and ensure fees are reasonable. I provide 3(21) or 3(38) fiduciary support, policies, and a documented process to reduce liability.
How do I reduce liability for myself and the company?
Shift investment selection to a 3(38) fiduciary, adopt an IPS, run quarterly reviews, and maintain a fiduciary file. My role is to build and maintain that defense file for you.
How do we integrate financial wellness into our retirement program?
We add budgeting, debt payoff, and household planning tools. I align wellness programs with retirement readiness metrics so benefits show measurable ROI.
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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