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.