Our Team




Chris Pelley, owner and Managing Director, has been in the financial services industry for over 30 years and has a passion for helping investors make better decisions. He has spent over 11 years working abroad for world-class financial institutions including Shearson Lehman Hutton where he specialized in retirement planning for corporate executives in NYC. In 1994, Chris founded Capital Investment Management (CIMCO) with the goal of offering clients independent investment advice. As of 2014 he joined RBC Wealth Management, but has returned to the independent advisory world in 2016.

Chris’s passion is helping clients utilize their investments so they can spend more time on what’s important to them, their family, their career, and their charity.