Serving The Individual and Professional Investment Community Since 1986

Our Story

Since 1986, Capital Management Services, Inc. has provided investment solutions to individual and institutional clients alike.  Having been through all the dizzying market gyrations in that three-decade-plus span (and having emerged intact on the other side, unlike many!), we’ve seen how vital it is to remove the subjectivity of emotion from our investment approach.  Our fact-based, probabilities-based, and – most critically – prediction-free investing discipline, has helped us to deliver time-tested results to those we serve.

Many financial advisors, institutions, and plan sponsors have premised their investment-management foundations on not only CMS’s deep understanding of markets, investing, and investment-management; but also, on all the ancillary tasks that make for an attentive, personal, professional, easy-to-implement, first-rate experience.  For you and for your own clients, we promise the same.

Management Team

Jim Gissy

Jim Gissy

Founder and CEO of Capital Management Services, Inc.

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Joseph Gissy

Joseph Gissy

COO of Capital Management Services, Inc.

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Craig Gissy

Craig Gissy

VP of Sales for CMS Advisors

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Bill Sherman

Bill Sherman

Founder and President, W.E. Sherman and Company, LLC (dba ‘The Sherman Sheet’)

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