Capital Intelligence Associates

Capital Intelligence Associates (CIA) is a full service wealth management firm designed to help clients address the challenge of today’s complex regulated financial landscape in a conscientious manner. CIA advocates investing with moral intelligence and the benefits of socially responsible financial planning that positively impacts well-being of clients and the causes they care about. CIA is a small business that thinks BIG. They implement sustainable practices within their office walls – and beyond by engaging other tenants to do the same. They give back to the community by allowing staff to volunteer during paid time and donating over 10% of their bottom line to charitable organizations.
As a Santa Monica Sustainable Quality Award Grand prize winner, sustainability is factored into everything we do, whether it is purchasing supplies or looking at a client’s wealth.