The methodical investment strategy called investingsimply℠ is the foundation of the decision making used by our advisors. As the advisor compares the risk profile of the client and the client’s goals to the dynamics of the markets, a customized portfolio is created for each client.
Liquidity is a key component of the managed portfolios at Capital Investment Services. By using market-based investments that are traded daily, this liquidity not only provides the advisors with the opportunity to adjust portfolios as needed, but it also provides the client with access to funds as needed.