Capital Investment Services is focused on building long-term relationships, by providing client first service. As an independent practice, were dedicated to delivering financial guidance, paired with a comprehensive understanding of the community we all share.
By building relationships with our clients, our team is able to better educate you on the dynamics of the market, your investments and how to develop a financial plan that can meet your individual needs.
Our investment philosophy is built using a defined modeling process and a customized investment strategy for each client. The foundation of our philosophy is driven by diversification, with a deep focus on total return, balanced portfolio and fee efficiency. Within our portfolio allocation, we primarily use mutual funds and Exchange Traded Funds (ETFs). However, we also use individual securities such as stocks and bonds, if needed. By developing portfolios around the concept of asset liquidity and clear communication, our clients are able to easily access cash whenever necessary. Our common sense approach to portfolio management is the critical component to helping you grow your wealth and preserve your legacy.