Capital Management Investors Services, Inc.

Company profile

Located in Miami, Florida and Manchester, New Hampshire, CMIS is a registered investment advisor that offers specialized investment management services to a broad spectrum of institutional and private clients.

Capital Management Investor Services, Inc. is focused on enhancing market investment returns through the usage of Exchange-Traded Funds and their listed option derivatives.

The firm utilizes the newest products and most effective tools to enter the equities market with the highest probability of protecting equity while still providing for the opportunity to beat the broad market indexes.

Accounts are tailored to an investor’s level of risk aversion after significant discussion on expectations and risk tolerance.

Complete and total transparency of holdings, trading costs and professional service fees.

Founded in January of 2003 by David Kovach.

Efficient Market Theory postulates that market prices reflect the knowledge and expectations of all investors. It asserts that any new development is instantaneously priced into a security, thus making it impossible to consistently beat the market.

Markets move fast and if you own a position that is not flexible and capable of being modified to adjust to the dynamics of the current trading environment, you are a slave to that market. CMIS has the ability to morph with the markets. This means that we have the ability to adjust our bias. Moreover, positions can be modified or changed from bullish to bearish intra - month. This enables markets to be worked as they move in any direction on a continuous basis.

The CMIS Trading Strategy has two primary objectives. Our highest priority is preservation of investor equity. The second primary objective is to exceed the broad market indexes. We consider the broad market indexes to be the S & P500, NASDAQ, and the Dow Jones Industrial Average. CMIS also works other ancillary indexes that focus on the major sub sectors such as Energy, Utilities, Financials, Semiconductors, etc. There are two factors we consider before engaging sector specific investments. First, does the sector exhibit characteristics that are attractive to out trading methodology and strategy. Second, is the sector represented by a sufficiently liquid ETF. Both of these conditions must be met in order to enable efficient trading.