Investment Services

A Team Approach to

Building and Protecting Your Wealth.

At Capital Bank, we believe successful investing starts with a plan that matches your individual goals. Our Investment Team works closely with you to create a portfolio that aligns with your ambitions, timeframe, and risk tolerance—because your financial future should be built around you.

Our Investment Approach

We take a disciplined approach to investing, combining cost-effective market exposure through mutual funds and exchange-traded funds with carefully selected individual securities. When making investment decisions, we consider factors such as value, competitive advantage, and management stewardship to build a strong, research-driven portfolio.
Because markets and opportunities change, we continuously assess financial conditions using advanced research tools, expert analysis, and real-time market data. Our goal is to make informed investment decisions that keep your financial plan on track.

To schedule an appointment, call 800-836-3711, or click below to contact a Financial Advisor.

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Personal Investment Accounts

Institutions and Not-For-Profits

For institutions and nonprofit organizations, our Investment Team develops strategies that align with your long- and short-term objectives while maintaining appropriate liquidity. Using a combination of qualitative and quantitative research, we work to optimize returns while managing risk.

As a full-service bank, Capital Bank also offers endowment and retirement fund management, capital planning, credit solutions, and cash management services. We understand the importance of these funds to your organization’s long-term success and are committed to helping you manage them effectively.

Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Guaranteed by any Government Agency, Not a Bank Deposit

Protect Your Legacy

Trust & Estate
Administration

Let us help you manage and preserve your assets for future generations.

Prepare for Tomorrow

Retirement
Services

Create a retirement plan that gives you confidence. We’re here to help you build a strategy that aligns with your goals for the future.

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