Capital Investment Svc Of AME

Since 1981, Capital Investment Services of America, Inc. has served as a trusted partner for high-net-worth individuals, trusts, businesses, and charitable organizations in the Milwaukee area. We are an employee-owned investment advisor built on the principles of responsible stewardship and personalized client service.

Our Mission: Stewards of Your Financial Future

Our mission is to be your trusted stewards of wealth, helping you achieve your financial goals through customized investment strategies, backed by our unwavering commitment to service and expertise. We believe in timeless principles of investing grounded in fundamental analysis for the highest probability of success.

Who We Are

Our team comprises experienced investment professionals, many of whom hold the prestigious Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. We pride ourselves on our diverse expertise and deep understanding of the financial landscape. While our team members may have differing backgrounds and personalities, we share a unified vision and commitment to client service and achieving exceptional outcomes.

Our Approach to Investing

We utilize a four-pronged approach to investment management, underpinned by a spirit of meticulous stewardship. This means:

• Research-driven analysis: We prioritize fundamental analysis over speculative practices to maximize returns and mitigate risk.
• Custom portfolio construction: We tailor portfolios to each client's unique goals, risk tolerance, and financial situation.
• Active portfolio management: We constantly monitor and adjust your portfolio to ensure alignment with your evolving needs and market conditions.
• Transparent and open communication: We believe in providing regular and clear communication, empowering you to make informed investment decisions.

Experience and Expertise

Our team has decades of collective experience in various aspects of investment management, including portfolio management, fixed income trading, and wealth planning. We leverage this expertise to provide our clients with holistic financial guidance and peace of mind.