Capital Intelligence Associates

1250 6th Street, Suite 300
Santa Monica, CA 90401

(310) 820-9797

GBC 2021-2024

Capital Intelligence Associates (CIA) is a full-service wealth planning firm that aims to help clients successfully accumulate and preserve their assets before life takes unexpected turns – in a green office environment.  Capital Intelligence is an excellent example of how a small office can make a big impact.  They implement sustainable practices within the walls of their office – and beyond to the multi-story building they are housed in by involving the property manager in their green business efforts.

Capital Intelligence worked with their building manager to increase water and energy efficiency facility-wide. During their re-certification process, CIA coordinated the purchase of a new Energy Star rated refrigerator using a $500 rebate from the California Green Business Network. Restrooms are fitted with high efficiency toilets flushing 1.28 gallons and occupancy sensors to activate lights. In efforts to green the buildings' janitorial products, from cleaners to paper towels, Registered Representative Mitchell Kraus, purchased environmentally-preferred products for custodians to sample - encouraging them to procure regularly. Sustainable Earth by Staples™ eco-conscious products are made with renewable resources, recycled materials and/or are third-party certified to validate their environmental attributes.  CIA also implements a NO TRICLOSAN policy for sanitizing agents.

Capital Intelligence switched to an Epson Supertank refillable cartridgeless printer - reducing the need to send anything back for recycling. Their printers are default set to print on both sides of paper. Employees refill reusable glasses from an onsite filtration system. The staff kitchen is stocked with reusable plates, mugs and utensils. As an active member of Buy Local Santa Monica campaign, and the Santa Monica Chamber of Commerce, CIA support local businesses and purchases produce directly from the Santa Monica Farmers Market.

Securities offered through LPL Financial, member FINRA/SIPC. Financial Planning offered through Capital Intelligence Advisors, a registered investment advisor. Capital Intelligence Advisors and Capital Intelligence Associates are separate entities from LPL Financial.