Capital Investment Services on America Inc.

Money Directory

Published October 29, 2012

700 N. Water St. Suite 325

Milwaukee, WI, 53202

Primary Contact: David Andera

(414) 278-7744

Website: www.capinv.com

Year Founded: 1981

Primary market served: Individuals

Secondary market served: Nonprofit Organizations

Primary category of service: Wealth Management

Other services provided: Investments
Lump Sum Distribution
Wealth Management

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: Since 1981 we have helped individuals, businesses and organizations achieve their investment goals. We take a conservative approach that considers both risk and reward to desi

Most typical fee structure: Percentage of assets under management

Total assets under management: $250 to $499 million

Net worth of typical client/family/business: $1 to $4.9 million

Minimum investment required: $500,000 to $999,999

Typical age of your clients: 55 or Over

Primary industry: Business Service

Secondary industry: N/A

For business customers, typical size in total number of employees: N/A

For business customers, typical size in total annual sales: N/A

Other services provided: N/A

Investment philosophy: We believe that both risk and reward must be considered in helping clients achieve their long term investment goals. We perform our own research to build tailor made portfolios of high quality stocks and bonds and emphasize consistency of returns

Management of customer portfolios: Internal money managers only