Thoughtful service and tailored strategies, with your needs at the center

Socrates once said that “wisdom outweighs wealth”. If he had been an investor, he might have said that long-term accumulation and preservation of wealth depends upon the successful application of wisdom. At Capitalist Investment Services, the personalized advice that we offer you is grounded in the wisdom and knowledge we have gained from three decades experiences helping our clients develop strategies to plan for their comfortable retirement, their children’s education, and their enduring legacy.

No Substitutes For the Real Thing

05/17/2021
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Buckle Up and Pare Down: Shed the Excess Clutter

Seeking more space? Review decluttering tips from some of your favorite shows.
Lifestyle & Technology

Inflation Hysteria and the Fed

05/14/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

Weekly Market Snapshot

05/14/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy

Wise Words From Six Wildly Successful Women

Learn how these well-known women stay focused in a chaotic world.
Lifestyle & Technology

Weekly Investment Strategy

05/14/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Weekly Market Guide

05/14/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing

Thriving With Special Needs

With thoughtful planning, you can help ensure the future care of a loved one with a disability.
Family & Life Events

How Cyber Savvy Are You?

Cyberattacks are America's fastest-growing crime. Review these tips for keeping your personal information safe.
Retirement & Longevity

Day One of the Rest of Your Life

Visualizing what you want in retirement before you get there may lead to greater fulfillment.
Retirement & Longevity

Webinar Replay: Wall Street vs. Main Street

05/11/2021
Chief Investment Officer Larry Adam and other Raymond James strategists hosted an informational event discussing the impact of the coronavirus on the markets.
Markets & Investing

Passing Down a Passion to Your Loved Ones

Thoughtfulness – and planning – will create a legacy that celebrates your life.
Estate & Giving

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Capitalist Investment Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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