The methodical investment strategy called Portfolio Structuring & Preferred Choices 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 opportunity to adjust portfolios as needed, but it also provides the client with access to funds as needed.
Portfolio Structuring & Preferred Choices is measured in an objective, data driven methodology on a quarterly basis. The metrics include performance, fee efficiency, and manager tenure with the combined scoring displayed as a peer comparison. Our Investment Policy Statement provides parameters for an ongoing Watch List that is updated quarterly as well. Portfolio Structuring offers models of Aggressive Growth, Growth, Moderate Growth, Conservative Growth, and Wealth Preservation. This offering covers the risk spectrum and allows advisors the opportunity to meet the needs of any client.