Welcome to Capital Strategies

Capital Strategies, Inc. is a registered investment advisor that provides extensive consulting services including investment management and financial education programs. From our headquarters in Indianapolis, we provide investment supervisory services to individual clients, trustees, and corporations throughout the United States. Capital Strategies offers fee only services, charging only for assets under management. We are an independent firm that exists for the benefit of the clients. Our company is not a distribution channel for financial products.

CSI also joins with academic researchers to study the costs and benefits to employers of providing financial education and investment advice to their employees. The knowledge gained from doing research allows CSI advisors to make better consulting and investment decisions.

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