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The beating heart of liberty is the freedom to choose: how you travel, where you live, how you worship. At Capitalist Investment Services, we believe that all investors should also enjoy the right to have their investments managed in a manner consistent with their values. We have created our Heart of Liberty Portfolios to give investors the opportunity to exercise this right.

Heart of Liberty Portfolios are the logical choice for investors seeking minimal ESG involvement in their mutual funds and ETFs. 

To learn more, click here 

For an in-depth analysis of your mutual funds and ETFs, click here

If you would like to receive the latest updates on the portfolios and regular bulletins on how ESG  may be affecting your investment returns, just fill out the “Contact Us” information below, and type “put me on the Bulletin List” in the Message box. We will only send you information.  

No Unsolicited Phone Calls or Advertising!  

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Heart of Liberty Portfolios 

created by 

Capitalist Investment Services LLC

www.capitalistinvestment.com

645 Baltimore-Annapolis Blvd // Ste 200 // Severna Park, MD 21146-3934 

T: 410.544.2995 // F: 410.544.7553 // TF: 800.717.1848

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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

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