• Contact Us

    Thank you for your interest in Capital.
    We welcome the opportunity to meet with you.

    Please Note!

    We've moved! Our new office is located on the 13th floor in the Chase building across the street from our previous location. Please call if we can help you find us!

  • Our Telephone Numbers

    (414) 278-7744  Local
    (800) 345-6462  Toll-free
    (414) 278-8403  Fax

    Our Mailing Address

    Capital Investment Services of America, Inc.
    111 E. Wisconsin Avenue
    Suite 1310
    Milwaukee, Wisconsin 53202


A History of Client Success

We have been helping individuals, trusts, endowments, businesses, and charitable organizations achieve investment success since 1981. Our clients, found throughout the United States, have entrusted in excess of $600 million of their assets to us. It is our job to preserve their wealth while providing competitive rates of return that help them meet their individual investment objectives.

To meet this responsibility, we have assembled a team of experienced professionals, including three analysts who hold the Chartered Financial Analyst® designation. Supporting our professional staff is an operations team that provides a depth and breadth of experience unusual for a company of our size. Additionally, the majority of our officers are also owners of the firm, a characteristic that instills a greater level of commitment to quality and service.

 

Paul A. Muzzey, CFA

President
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Jeffrey N. Allsop, CFA

Chief Investment Officer
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Ruth A. Benben

Principal
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Gregory L. Burd, CFA

Principal
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Ameet L. Kamath

Principal
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Anne M. Kurtz

Principal
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Mia K. Potter

Senior Associate
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Peggy L. Watts

Senior Associate
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