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Helping You Navigate the Path to Growth.
Entrusting your wealth to Capital Investment Services is a straightforward, client-driven process that centers around your needs and your goals. We strive to create a client experience that’s sophisticated in execution but simple to use and understand. Let us handle the complex part.
Step 1:
Discovery
Meet with one of our advisors and share your financial objectives. Our goal is to understand your current investment situation and whether we will be a good fit for your needs.
Step 2:
Evaluation
If you are already working with an investment advisor, we will give our honest opinion about your current situation. Sometimes, staying the course is the right choice.
Step 3:
Custodianship
In order to invest with us, you will need to choose a third-party custodian for your resources. We can provide fiduciary guidance, but the decision is yours to make.
Step 4:
Implementation
When you are ready, we can invest your funds right away or take a phased approach. During your first year with us, we will likely meet often to evaluate your portfolio.
A Partner That's Invested in Your Best Interest
Personalized attention. Responsible stewardship. We’re here for you today, tomorrow, to the next generation, and beyond.
"Investment management used to be a profession of stewardship. Now it’s become a business of salesmanship.
John Bogle
Vanguard Group Founder, Legendary Investor
Put Your Trust Where It Counts
Stay connected with Capital Investment Services to receive vital insights into our investment strategies and market developments.
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