Understanding of Your Financial Dreams

Though we don’t usually think of financial planning in connection with“dreams”, we all have aspirations that require the long-term accumulation of wealth. At Capitalist Investment Services, an independent firm, we have a clear mission: We strive to help you accumulate and preserve your wealth so you can realize your financial dreams. What distinguishes us from other investment professionals is our understanding of capitalism, and our commitment to using its principles to help you strengthen your personal finances.

Your Capitalist Wealth Builder

The wealth that we take for granted today did not spring up overnight, but developed from centuries of technological, legal, monetary and commercial progress. Similarly, building your own personal wealth is a long-term process that involves preparation, planning, and perseverance.

Your Capitalist Wealth Builder is a dynamic five-step process which begins with our first meeting and often extends well beyond the settlement of your estate.

Step I

Your Dream Explorer -- At our initial meeting, we explore your goals and objectives in a thorough, wide-ranging conversation that helps us lay the groundwork for charting a course to help you achieve your financial goals.

Step II

Your Capitalist Compass – Before we present a plan or invest your money, we make sure that you understand our investment philosophy, The Capitalist Compass. Before investing, we ask a simple question: if we could buy allof this asset, and pocket all of its present and future earnings, would it make sense at this price? When we help clients select mutual funds, we look for fund managers who use a similar approach. This is our true north, the philosophy that enables us to navigate through the fog of media babble and help you apply the discipline that determines successful long-term investing.

Step III

Your Capitalist Roadmap -- Once we have explored your dreams and familiarized you with our philosophy, we provide you with Your Capitalist Roadmap, a customized written plan for achieving your unique goals.
Step IV Your Paperwork Guide – If you are like most of our new clients, you are concerned about the logistics of opening and transferring your accounts to Raymond James. We have an administrative staff with over 25 years’ experience dealing with these kinds of issues and is dedicated to ensuring that this process is as smooth and worry-free as possible.

Step V

Your Progress Log – As any ship’s navigator will tell you, it’s hard to know where you’re going if you don’t know you are and where you’ve been. Consequently, we provide you with regular reports that detail the progress you’ve made towards realizing your dreams.

Our Commitment

Socrates once said that “wisdom outweighs wealth”; if he had been an investor, he might have said that the long-term accumulation of wealth depends upon the successful application of wisdom. The Capitalist Wealth Builder is our commitment to you to help you fulfill your financial dreams through the wisdom we have gained from over 25 years experience in the investment business, as well as our belief that your success is most likely if you follow a systematic and rational process.

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Member FINRA/SIPC. Capitalist Investment Services is an independent company.