Capitalist Investment Services, LLC

We apply Capitalist principles using our 20+ years experience, in an independent practice, to provide financial planning and investment management services designed to meet your specific and stated needs for college, retirement, or any financial goal.

Please utilize the links at the top of the page to learn more about how Capitalist Investment Services, Raymond James Financial Services can help you achieve your financial goals.

Our Latest Financial Planning Article:

A Better Way to Buy Life Insurance

Our Latest Commentary:

Market Primer

Would you like to see more of our thoroughly researched and thoughtfully written articles? Just click either of the "Archives" links at the top of this page.

Access your accounts and internet banking services at Raymond James OnlinePlus. Contact us to setup your secure access.

Securities offered exclusively through Raymond James Financial Services, Inc.
Member FINRA/SIPC

Our Privacy Policy

This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.