Capital Strategies Investment Group

Capital Strategies Investment Group is an employee-owned investment advisory firm based in Villa Park, Illinois. The company employs 12 people and generates $20 million in annual revenue. As a SEC Registered Investment Advisor, Capital Strategies specializes in providing independent institutional investment and retirement advisory services, as well as private wealth and asset management solutions. The firm serves a variety of clients, including those with defined benefit plans, defined contribution plans (401(k), 403(b), and 457), operating accounts, endowments, and foundations. They offer a range of services, including investment strategy, research, retirement strategy, plan design, compliance, employee engagement, communication and education, and provider management. Capital Strategies distinguishes itself through its commitment to absolute independence. The firm has no affiliations with broker/dealers, investment managers, banks, recordkeepers, or insurance companies, ensuring that their research, advice, and investment recommendations are free from conflicts of interest. Their revenue is derived solely from flat, annual retainers paid by their clients. For more information, visit capstratig.com.