Capital Management Services, INC.

Capital Management Services provides ongoing portfolio management to individuals, businesses, trusts, and estates. The firm primarily uses a tactical asset allocation strategy, actively buying, holding, and selling mutual funds and exchange-traded funds to take advantage of market trends. Portfolios are tailored to each client's individual goals, time horizon, and risk tolerance, and are reviewed formally on a quarterly basis. Capital Management Services may also retain third-party managers to assist with portfolio management and can provide financial planning services to investment management clients as needed. The firm was founded in 1986 and is based in Manchester, Missouri.