Capital Investment Services of America, Inc. is an employee-owned investment advisor based in Milwaukee, WI, serving high-net-worth individuals, trusts, businesses, and charitable organizations since 1981. With a focus on responsible stewardship, the firm builds custom-tailored investment portfolios to help clients achieve their financial objectives.
Committed to aligning their interests with clients, the experienced investment team at Capital Investment Services of America not only provides a seat at the table during decision-making but also invests their own wealth alongside clients, emphasizing a shared dedication to the profession and mission of responsible wealth management.
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