Business Details
45 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Since 1981, Capital Investment Services of America of America has been dedicated to the responsible stewardship of client assets, prioritizing long-term financial objectives over short-term trends. Our Milwaukee-based team of experienced investment professionals builds custom-tailored portfolios for high-net-worth individuals, trusts, businesses, and charitable organizations. As a registered investment advisor with the SEC, we maintain rigorous compliance standards while emphasizing transparency and ethical decision-making. Our unique approach combines a four-pronged investment strategy with a philosophy of 'skin in the game'most team members have personal and family investments aligned with client portfolios. This alignment ensures our interests remain fully integrated with those we serve.With over four decades of experience, we've cultivated a culture where client needs always take precedence in our decision-making processes. Our commitment extends beyond financial metrics to include a deep sense of professional purpose, treating every client relationship as a partnership rather than a transaction. We provide ongoing education and market insights to empower clients throughout their financial journey. Our employee-owned structure reinforces accountability while maintaining independence from external pressures. This enduring framework has allowed us to deliver consistent, principled investment guidance across multiple market cycles.
Services
Custom Investment Portfolios
Wealth Management
Trust Services
Charitable Organization Advising
Retirement Planning
Details
- Year established: 1981
Highlights and features
- We've served clients with integrity since 1981, navigating multiple market cycles.
- Our team invests personal capital alongside client portfolios for complete alignment.
- We maintain rigorous compliance as a registered investment advisor with the SEC.
- Our four-pronged investment approach combines proven fundamentals with strategic innovation.
- Employee-owned structure ensures accountability and long-term client focus.
Associations and certifications
- SEC
Services
Custom Investment Portfolios
We create personalized investment strategies tailored to individual financial goals. Our approach combines rigorous fundamental analysis with long-term market insights. Clients benefit from portfolios that reflect their unique risk tolerance and wealth objectives while maintaining strict compliance with SEC regulations.
Wealth Management
Comprehensive wealth management solutions address both preservation and growth of client assets. Our strategies incorporate tax-efficient structures and intergenerational transfer planning. We emphasize sustainable growth through diversified investment approaches aligned with each client's specific circumstances.
Trust Services
Specialized trust management services help clients establish and maintain complex financial arrangements. We provide expert guidance on trust structures, beneficiary distributions, and compliance requirements. Our team ensures proper administration of trust assets while maintaining fiduciary responsibilities.
Charitable Organization Advising
Tailored financial guidance for charitable organizations focuses on endowment management and sustainable funding strategies. We help nonprofits optimize investment returns while maintaining mission alignment. Our services include grant-making strategies and compliance with applicable financial regulations.
Retirement Planning
Holistic retirement planning services ensure financial security during post-employment years. We develop income strategies that balance growth potential with capital preservation. Our approach considers tax implications, healthcare costs, and longevity factors to create sustainable withdrawal plans.
Questions
What investment approach do you use?
We employ a four-pronged strategy combining fundamental analysis, risk management, diversification, and long-term perspective to maximize client outcomes.
How are your interests aligned with clients?
Our team maintains personal investments in the same assets as clients, ensuring complete alignment through our 'skin in the game' philosophy.
What client types do you serve?
We work with high-net-worth individuals, trusts, businesses, and charitable organizations requiring sophisticated investment management solutions.
How long have you been in business?
Since 1981, we've provided continuous investment advisory services with an unbroken commitment to ethical stewardship.
Are you SEC-registered?
Yes, we operate as a registered investment advisor with the U.S. Securities and Exchange Commission.
How do you educate clients?
We provide ongoing market insights and personalized education to help clients understand their investment strategies and financial decisions.
