Manchester, MO Office

Ian Robertson is a financial advisor with Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Lyons Wealth Management, Fortitude Advisory Group, Assetmark, Lincoln Financial Distributors, and Manning & Napier Advisory Advantage. He is also the owner of ITROBERTSONCONSULTING, LLC, a marketing consulting firm established in 2013. Capital Management Services provides portfolio management to individuals, trusts, businesses, and employee benefit plans, serving both direct clients and other advisers. The firm employs a tactical asset allocation strategy using mutual funds, ETFs, and active rebalancing, with occasional short positions, and coordinates billing and trade review with third-party advisers and custodians.

Michael Zimmerman is a financial advisor at Capital Management Services, Inc. in Manchester, MO, holding Series 63 and Series 65 designations with 42 years of industry experience. He has been with Cutter & Company Brokerage, Inc. since 2004. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans, managing approximately $141.5 million on a discretionary basis. The firm employs a tactical asset allocation strategy primarily using mutual funds and ETFs, and it also manages accounts for other investment advisers while utilizing a turnkey asset management platform for operational functions.

Thomas Brown is a financial advisor at Capital Management Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at World Equity Group, Inc. for 13 years. Outside of advisory work, he assists high school juniors and seniors with college and career selection through College Funding Solutions. Capital Management Services provides ongoing portfolio management and financial planning to individuals, trusts, businesses, and employee benefit plans. The firm uses a tactical asset allocation approach with mutual funds and ETFs, incorporates active rebalancing, and manages accounts for other advisers.

James Gissy is a financial advisor at Capital Management Services, Inc. in Manchester, MO, with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Capital Management Services since 1986. Outside of advising, he is the owner of Gissy Group LLC, a business involved in office condominium rentals. Capital Management Services provides ongoing portfolio management to individuals, trusts, businesses, and employee benefit plans, and also serves as a money manager for other investment advisers. The firm employs a tactical asset allocation strategy using mutual funds and ETFs, with active rebalancing and occasional short positions.