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  • Home
  • Our Mission
  • Meet Our Team
  • Investment Process
  • Services
  • Blog
  • Fund Evaluation Request
  • Resources
  • Contact Us
  • ESG Follies

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.

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SERVICES

At Capitalist Investment Services, in addition to Investment Management, Analysis and Asset Allocation, and our Heart of Liberty Portfolios, we also provide our clients with a full range of Financial Planning Services:

  • Retirement Planning
  • Estate Planning
  • Life and Disability Insurance Planning
  • Education Planning
  • 401(k) Rollovers
  • Corporate Retirement Plan Consulting
  • Business Planning

 

 

 

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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