CLIENT FIRST SERVICE
By building relationships with our clients, our team is able to better educate you on the dynamics of the market, your investments and how to develop a financial plan designed to meet your individual needs.
Our investment philosophy is built using a defined investment process and a customized investment strategy for each client. The foundation of our philosophy is driven by diversification, with a deep focus on total return, balanced portfolio and fee transparency. Within our portfolio allocation, we use various investment vehicles that are specifically tailored to your individual situation. By developing portfolios around the concept of asset liquidity and clear communication, our clients have access and transparency to their investments and cash whenever necessary. Our common sense approach to portfolio management is the critical component to helping you grow your wealth and preserve your legacy.
Capital Investment Services is locally owned and operated in LaGrange, Georgia. Our office is located at 301 West Haralson Street.
Bobby Lumpkin
President, Capital Investment Services; Financial Advisor, Raymond James Financial Services; Founder, investingsimply
Cindy Little
Vice President, Capital Investment Services; Financial Advisor, Raymond James Financial Services
Allina Bell
Financial Advisor, Capital Investment Services & Raymond James Financial Services
Kirstin Caraway
Client Services Associate
Camren Russell
Client Services Associate
Sandra Gay
Client Services Associate
We Believe In Making a Difference
We strive to make an impact in and around the community we call home. Our principles perfectly reflect the Southern charm of our small town. We get to know our clients like neighbors, and are willing to extend them a helping hand. Our team is involved in activities that benefit local businesses, non-profit organizations, and those who are in need.
