Capital Investment Company of VA
Retirement Plans.
Wealth Management.
Lifestyle Planning.
Lifestyle Planning & Investment Management powered by Sollinda Capital Management & Family Office. A Tech-Focused AI plus Human Advisory Collaborative for Individuals, Families and Employers.
OUR SERVICES
Specialized, Optimized, & Focused on
You, Your Family, & Your Company.
For The Employer
401k / 403b Plan Design Consulting
Investment Analysis
Fee Benchmarking
Workplace Wellness & Education
Fiduciary Training & Governance
For The Individual
LIFESTYLE PLANNING
INVESTMENT MANAGEMENT
RETIREMENT PLANNING
INSURANCE, ALTERNATIVES & TAX PLANNING
ESTATE PLANNING & TRUSTS
BUSINESS OWNER & FAMILY OFFICE SERVICES
Capital Investment Company of VA
“We design and implement carefully curated investment portfolios, products & services with a personal experience that seamlessly integrates technology along with a unified human advice-driven collaboration.” -
J. Andy Ingram, AIF®, QPFC®, CPFA™, C(k)P®, Ri(k)™
EMPLOYERS
Retirement Plan Consulting
We Specialize in 401(k) Plan Design, Management & Consulting. Give your employees a retirement plan they deserve.
High-Net-worth individuals
Asset
Management
Because you understand the importance of working with an EXPERT in their field. Running a Practice is a very hands-on experience with unique needs. Lean on us to strategize and grow.
INDIVIDUALS & FAMILIES
Lifestyle & Retirement Planning
What is your LIFESTYLE plan? ..Today? …in 2 years?..in 10?..in 30?” Our comprehensive Lifestyle and Financial Planning services ensures you can enjoy life while preparing for retirement.
INDIVIDUALS
Investments, Insurance, & Alternatives
Traditional Broker & Dealer Services. Company Vetted and Approved Offerings for Best Fit and Purpose.
From the Founder
“… because of our Independence we’re able to structure solutions that are purposefully designed with costs in mind while maintaining our fiduciary duties. We strive to build long-term relationships focused on Integrity, Independence and Innovation.”
J. Andy Ingram, AIF®, QPFC®, CPFA™, C(k)P®, Ri(k)™
Capital Investment Company of VA
Our Process
Discover a suite of financial services designed to support your goals at every stage of life and business.
OUR PROCESS
Strategic Guidance. Transparent Process. Results that Matter.
A “Listen First” Approach
Converse
We build close relationships that establish expectations, reduce anxieties and outline a clear path to addressing the complexities we have agreed to solve together.
Open-Architecture & Innovation
Curate
Once we understand your financial situation, we will help you reach your goals through innovative solutions.
Prudent, Discriminating Allocators
Implement
Our attention to detail, transparency, and results are what sets us apart.
Protect. Scale. Capitalize. Realize.
Monitor
Portfolio and Plan Construction is vital at onset and throughout the implementation timeline; however, proactive, diligent and disciplined monitoring is key to realizing those successes.
Your Right to Know & Understand
Evaluate
We WANT you to understand the value we bring to our relationship. Transparency is paramount. Real-time access to performance and plan data paired with a routine review process.
Values That Shape Impact
Ethical Advice.
Independent Expertise.
Committed to Virtue
We believe in operating with integrity, empathy, and transparency, always putting people before profits. This commitment to virtue ensures our clients feel respected, understood, and empowered at every step of the journey.
Represented by Independence
Practitioners who operate in a fiduciary capacity, in which a client’s interests come before their own as opposed to serving the interests of a financial institution.
Always Innovating
New ideas, creative adaptations, and best practices in the form of advice or methods are often viewed as applications of better solutions that meet new requirements, unarticulated needs, or existing market conditions.
What Are Americans' Biggest Retirement Concerns?
46%
Unexpected Health Issues
43%
Social Security Running Out
32%
Started Saving Too Late
26%
Never Be Able to Afford to Stop Working
22%
A Stock Market Crash Could Cause Me to Lose My Savings
15%
Climate Change / Family Needing Financial Help / Spouse or Partner Have Differing Dreams
8%
Did Not Have Any Concerns
The respondents spanned several age groups: Generation Z (18 to 24), millennial (25 to 40), Generation X (41 to 55), baby boomers (56 to 75) and the Silent Generation (76 and older)… To achieve a “dreamlike” retirement, MagnifyMoney suggests setting a “clear and attainable goal.” The firm also suggests that consumers should “start saving early and often.”
Capital Investment Company of VA
What You Can Expect
Why Our Clients Love Us
Andy is very responsive, and always has smart and useful advice to offer about all our financial needs. Highly recommend working with him!
- Cat Lazaroff
Great investment advice from Andy. He has doubled my money in a short period of time. Highly recommend!
- Andy S.
Andy Ingram has been a great asset for us as we head into the uncharted waters of retirement! His knowledge and recommendations are very much appreciated and we highly recommend him!
- Loretta Kiedrowski
FAQs
Frequently Asked Questions
Why do I need a financial advisor?
Money decisions are complicated, and small mistakes can cost big. I simplify your options, help you avoid costly errors, and build a clear plan for your future.
What’s the difference between financial planning and investing?
Investing is one part of the picture. Financial planning covers the whole picture—retirement, taxes, insurance, estate planning, and how it all works together.
Do I really need to save for retirement if I have a 401(k)?
Yes. A 401(k) is a great start, but it’s just one tool. I’ll help you maximize it and build a retirement income plan that lasts.
Is now a good time to invest?
Yes—if you invest with a plan. We match your timeline and risk level, then put cash to work in stages so you don’t rely on perfect timing.
What’s a “good” annual return?
A good return is the one that gets you to your goals with risk you can live with. We set expectations by plan, not headlines.
What should I do with an old 401(k)?
You can leave it, roll to your new plan, or roll to an IRA. I compare fees, fund choices, and protections, then execute the rollover for you.
What are my fiduciary responsibilities as a plan sponsor?
As fiduciary, you must act prudently, document decisions, monitor investments, and ensure fees are reasonable. I provide 3(21) or 3(38) fiduciary support, policies, and a documented process to reduce liability.
How do I reduce liability for myself and the company?
Shift investment selection to a 3(38) fiduciary, adopt an IPS, run quarterly reviews, and maintain a fiduciary file. My role is to build and maintain that defense file for you.
How do we integrate financial wellness into our retirement program?
We add budgeting, debt payoff, and household planning tools. I align wellness programs with retirement readiness metrics so benefits show measurable ROI.
contact
It All Begins with a Conversation.
Have questions or need assistance? Reach out to us through our contact form below. We're here to help you connect and collaborate!
Capital Investment Company of VA
Experience Confidence. Ethical Advice. Independent Expertise.
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