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Mr. Moss, a graduate of the Harvard Business School and Case Institute of Technology, founded Capital Acquisition and Investment Corporation, a venture capital firm, in 1971. Upon becoming a registered investment advisor in 1991, the firm’s name became Capital Investors Advisory Corporation. He was chairman of the Royal Alliance Associate Advisory Board and has appeared for many years as a well-known guest lecturer. He has contributed to such publications as Investment Advisor and Managing Your Money and was featured in Fortune Magazine. He has served as board chair of a number of national and international non-profit organizations, including AFS International Scholarships in New York, the Harvard Business School Association of Central Ohio, and Hillel: The Foundation for Jewish Campus Life in Washington, D. C.  He has also served on the board of the United Way, United Jewish Communities, the Columbus Jewish Federation, and the Jewish Agency for Israel in Jerusalem.  He and his wife Karen have two adult daughters, a son-in-law and two grandchildren.


WILLIAM K. BURTON, CFP, PRESIDENT                             

Mr. Burton is a summa cum laude graduate of the University Of Dayton School Of Business and is a Certified Financial Planner.  He joined  the firm in 1988 and became its President in 1991.  He has served as a key contributor to the Royal Alliance Associates, Inc. Advisory Board and has been a member of the Financial Planning Institute since 1983 and is a member of the Financial Services Institute.  In 2008, he was named one of America's top financial planners, based upon experience, training, education and certifications, by Consumer's Research Council of America.  In the same year, he was listed among the top 20 wealth advisors in Central Ohio and was named to *Business First’s Winner’s Circle.  He has spoken frequently as a guest lecturer and has contributed to Investment Advisor magazine and was featured along with Mr. Moss in Fortune magazine. Mr. Burton was a long-time board member of the Columbus chapter of Volunteers of America and served as the organization’s Treasurer.  He and his wife Linda have four adult children and attend St. Brigid of Kildare Catholic Church.

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*Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation.


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