CAI Timeline

The following timeline highlights CAI's innovations through
the decades.
1968   In January 1968, Capital Analysts Incorporated (CAI) became one of the first three financial planning broker/dealers in the country.


1970s   CAI pioneered the application of diversification and asset allocation, which have since become standards in the industry.


1980s   Recognizing the significance of the rapidly expanding mutual fund industry, CAI created unbiased mutual fund research, including a fund ranking system, Capital Analysts Performance Statistics Leaders (CAPSL).


1990s   CAI was among the first firms to offer an "open architecture" fee-based asset management program-Capital Analysts Asset Management Services (CAAMS)-with proprietary research and asset allocation models.


1992   CAI becomes part of Western & Southern Financial Group® (W&SFG), a Fortune 500 company headquartered in Cincinnati, Ohio.


2000   CAI uses Internet technology to bring clients online statements, online portfolio reporting, and more.


2006   CAI begins executing major changes designed to provide more relevant support to advisors and their clients. CAI develops it's Wealth Management Services.


2007   The firm makes a major investment in service and technology and also begins rolling out a new Wealth Management Services platform.


2008   Major innovations include CAI's Business Analytics Tool, CAAMS Portfolio Builder, and the launch of the industry leading integrated technology platform through the Advisor Portal. CAI begins Succession Planning program.


2009   CAI introduces industry-changing affiliation model that aligns client, advisor, and firm interests.