Building Relationships That
Make A Difference
608-836-1616
Investment Center
Securities provided through J.W. Cole Financial, Inc.,
member NASD/SIPC www.nasd.com
Dan Kavanaugh
Contact Dan
investrep@capitolbank.com
(608) 836-4300
Notice: E-mail is NOT a secure form of communication; therefore, NEVER e-mail any personal information (e.g. account numbers and social security numbers). Please contact a Personal Banker at 608-836-1616 (Madison) or 608-845-0108 (Verona).
"In Pursuit of Your Financial Goals"
When it comes to strengthening your investment portfolio, planning for retirement, protecting your assets or just getting your finances in order, our Investment Center can guide you in charting a course for financial success. We offer a full array of investment and insurance services, including:
- 401K Rollovers
- Brokerage Services Available
- IRAs: Roth and Traditional
- Mutual Funds
- Tax-Deferred Annuities (Fixed & Variable)
- Investments and Retirement Plans
- Portfolio Analysis
Identifying Your Needs
The focus of our Investment Center is helping you get the information you need and the personal attention you deserve. We will help you understand the opportunities available to you. The scope and depth of our needs-based approach is coupled with a level of customer service that we feel is superior.
Get Acquainted
We will help you identify and prioritize your goals, then, explain alternative investment choices and discuss the levels of risk involved. Finally, we will propose a strategy that is appropriate for you.
Informed Investment Choices
Investment Planning - Sound investment counsel today will help you move toward your future financial goals:
- Portfolio Review
- Retirement Planning
- Tax Reduction Strategy
- Asset Allocation
- Education Funding
- Company Retirement Plans
Mutual Funds - Diversification and professional management are available through portfolios of stocks and bonds having specific objectives:
- Growth Funds
- Balanced Funds
- Global - International Funds
- Income Funds
- Tax-Free Funds
- Government Funds
- Money Market Funds
Annuities - Providing tax-deferred growth:
- Immediate Annuities
- Fixed Annuities
- Equity-Indexed Annuities
- Variable Annuities
Investment Links
- The New York Stock Exchange
- CNN Financial Network
- CEO Express
- Ecommerce News and Information
- Investor Words Glossary
Disclosure
Securities offered through J.W. Cole Financial, Inc.; 3550 Buschwood Park Drive, Ste. 135, Tampa, FL 33618; (866) 592-6531. Member NASD/SIPC. Non-deposit investment products are not insured by the FDIC or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Capitol Bank or the Capitol Bank Investment Center. Investments are subject to investment risk, including possible loss of principal amount invested.