A complete list of active advisors currently associated with Capital Management Investor Services, Inc.

Warmer can help you find a great advisor at Capital Management Investor Services, Inc. or one who fits your needs even better.

Capital Management Investor Services, Inc. provides personalized, fee-only investment management and advisory services to individuals, pension and profit‑sharing plans, trusts, and small businesses. Services include discretionary portfolio management, ongoing consultation, and implementation using exchange‑traded funds, with the potential inclusion of individual equities, options, and fixed‑income securities. The firm emphasizes ETF‑based portfolios supplemented by listed option strategies intended to enhance market returns, and it applies charting, fundamental, and technical analysis in security selection. Portfolios are managed on a discretionary basis with daily account review and a structured process to transition clients’ existing holdings to target allocations. Notable distinctions include the explicit use of listed options as a regular component of ETF portfolios and a strict fee‑only policy that disallows commissions or finders’ fees, along with a stated lack of an account minimum and the ability to waive fees. The adviser manages under $9 million across roughly ten client accounts, a small scale that may lead to more direct oversight of trading, custodian recommendations, and individualized account handling.

To learn more about the advisors currently working at Capital Management Investor Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.