At Capital, we believe investment returns are the result of a thoughtful, objective, client-focused process. Our process focuses on custom objectives, avoids emotional decisions, manages the "ride along the way", and provides dynamic evaluation. These steps are the essence of our simple, sophisticated and effective approach to the profession of investment stewardship.
Amidst the noise and clutter of a crowded investment landscape, we like to think of our process as The Difference Maker. Founded in 1981, Capital Investment Services of America, Inc. is an employee-owned Milwaukee-based money manager that provides independent investment counsel to high net worth individuals, trusts, endowments, businesses, and charitable organizations throughout the United States.
Amidst the noise and clutter of a crowded investment landscape, we like to think of our process as The Difference Maker. Founded in 1981, Capital Investment Services of America, Inc. is an employee-owned Milwaukee-based money manager that provides independent investment counsel to high net worth individuals, trusts, endowments, businesses, and charitable organizations throughout the United States.
Services
We have been helping individuals, trusts, endowments, businesses, and charitable organizations achieve investment success since 1981. Our clients, found throughout the United States, have entrusted in excess of $900 million of their assets to us. It is our job to preserve their wealth while providing competitive rates of return that help them meet their individual investment objectives.
Ruth joined the team at Capital over 20 years ago in 1989. She serves in a senior administrative role, responsible for the day-to-day operations of the business. Additionally, Ruth serves as the firm's Chief Compliance Officer, assuring compliance with all state and federal rules and regulations, including the required registrations of the firm and its employees.
Our approach to investment management is rooted in a simple philosophy - we align our management approach with your investment objective. Like our clients, we are more interested in consistency of returns, capital preservation, and investment growth than intermittently spectacular returns.
To accomplish this end, we blend high quality, sustainable-growth equities with high quality intermediate-term bonds to create a custom investment portfolio designed to meet your specific investment objective.The tabs shown below further discuss our philosophy as it relates to blended portfolio management, equity selection, and fixed income investing.
To accomplish this end, we blend high quality, sustainable-growth equities with high quality intermediate-term bonds to create a custom investment portfolio designed to meet your specific investment objective.The tabs shown below further discuss our philosophy as it relates to blended portfolio management, equity selection, and fixed income investing.
While our philosophy may be simple, our strategy is based on very sophisticated investment analysis. We believe an investment strategy must perform well through a variety of market environments, particularly over longer periods of time. To help accomplish this goal, we have identified certain characteristics of assets that often merit further analysis and review.
Helping to identify, understand, and more importantly, commit to long-term objectives is critical to the success of our client relationships. Establishing the initial investment objectives is only the beginning. For some investors, life changing events may warrant reasonable adjustments to their investment plans.
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Rob Simpson
Nov 28, 2015
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