Products

Capital Analysts has no proprietary products, so you are free to choose what's best for your clients. CAI offers a broad spectrum of investments from top providers in the industry that have undergone extensive due diligence.

Mutual Funds, UITs and REITS – CAI offers thousands of load, no-load and load-waived mutual funds, as well a unit investment trusts and real estate investment trusts, from the top providers in the industry. Our proprietary research, CAPSL, helps you determine which funds are best for your clients.

Stocks, Bonds and ETFs – CAI offers individual stocks, bonds and Exchange Traded Funds for individuals who are properly licensed to sell them. Additionally, our proprietary research provides comprehensive stock screens to help in your selection process.

Variable Products – CAI offers numerous variable annuity and variable life products.

Direct Participation Programs – CAI has approved a select number of real estate, equipment leasing, oil and gas, and tax credit direct investments.

Money Managers – CAI gives you access to some of the best money managers in the business.

Asset Management Programs – In addition to top industry offerings, CAI has created a suite of fee-based asset management programs called the Capital Analysts Asset Management Services (CAAMS) Programs including:

• CAAMS – open architecture non-discretionary fee-based program using no-load and load-waived mutual funds
• CAAMS Plus – similar to CAAMS but also including individual securities and ETFs.
• CAAMS Complete – discretionary fee-based investment management program offering clients a choice of 12 taxable and tax-deferred portfolios with automatic rebalancing
• CAAMS ETF – a program that employs a passive investment approach with asset allocation using select Exchange Traded Funds (ETFs) representing multiple asset classes and styles. Seven portfolios available.
• CAAMS Select – individually managed accounts (separate accounts) from leading money managers, including those using alternative investments.
• CAAMS Stock – a program offering core multi-cap, multi-style equity portfolio diversified by individual securities and tax lot harvesting. Four portfolios available, including socially responsible.
• CAAMS Unified Management Account – a program uses both active and passive investment approaches, combining individual securities, ETFs and mutual funds.

Risk Management Programs - CAI offers a select number of alternative investments such as hedge funds and managed futures.