​Capital Investment Services of America, Inc., founded in 1981 and based in Milwaukee, Wisconsin, is an employee-owned, SEC-registered investment advisory firm specializing in custom-tailored portfolios for high-net-worth individuals, trusts, businesses, and charitable organizations. With over $1.2 billion in assets under management as of September 2024, the firm emphasizes a stewardship-driven approach, aligning its interests with clients by investing its own assets alongside theirs. Capital’s investment philosophy centers on simplicity and effectiveness, offering blended portfolios of high-quality, growth-oriented businesses and carefully selected bonds to achieve diversification without unnecessary complexity. The firm’s commitment to integrity and personalized service is evident in its client-centric process, which includes discovery, evaluation, and implementation phases designed to understand and meet each client’s unique financial objectives. Operating with a fiduciary duty, Capital Investment Services prioritizes clients’ best interests, ensuring prudent advice and transparent communication throughout the investment journey. ​