Capital Investment Services is focused on building long-term relationships, by providing “client first” service. As an independent firm, we’re dedicated to delivering high value financial guidance, paired with a unique 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 customizing an 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 use a variety of investments, including mutual funds, Exchange Traded Funds (ETFs), stocks and bonds. 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 portfolios are designed to allow our clients to easily access cash whenever necessary. Our common sense approach to portfolio management is a critical component to helping you preserve your wealth and build your legacy.
