Case Study

Capital Investment Counsel

Capital Investment Counsel

Pages 2 Pages

NexusTek Headquarters | 5889 Greenwood Plaza Blvd, Suite 201 | Greenwood Village, CO 80111 | 877.470.0401 | www.nexustek.com | info@nexustek.com Case Study: Capital Investment Counsel Overview Locations: Denver, CO, Scottsdale, AZ Type: Privately Held Company Size: 11-50 employees Industry: Financial Services Website: www.cicinvestments.com Customer Profile: With offices in Denver and Scottsdale, Capital Investment Counsel is one of the region’s largest wealth management firms, handling more than $1.7 billion in assets for individuals, corporations, foundations and public entities nationwide. The firm’s expertise and down-to-earth, hands-on approach have earned the trust and respect of clients since 1990. Business Situation: Capital Investment Counsel was using an outmod

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