Continental Investors Services, Inc.

EST. AUM
$231,851,196

CONTACTS

CLIENT ACCOUNTS
824

Firm Details

Metro area Portland, OR
CRD Number 29775
Website cisinvest.com
Client types

Overview

Continental Investors Services, Inc. (operating its wealth division as CIS Wealth Management) is a long-standing, independent, dually registered investment adviser (RIA) and full-service broker-dealer headquartered in Longview, Washington. Originally incorporated in 1991 and steered under the continuous leadership of President and CEO Max B. Kamp, the boutique financial services enterprise operates under a strict fiduciary mandate within its advisory relationships while supporting a national footprint of over 30 affiliated investment representatives and regional branch locations. The firm provides personalized discretionary portfolio management, standalone financial planning, and multi-scenario lifestyle retirement tracks designed primarily for individual retail accounts, mass-affluent families, and local charitable groups. Rejecting speculative short-term market trends or high-fee proprietary products, Continental Investors focuses heavily on conservative fixed-income positions and bottom-up fundamental value equities. To scale its backend security and deliver open-architecture multi-manager asset solutions, the firm integrates Turnkey Asset Management Platforms (TAMPs) like Envestnet and maintains direct clearing and custody relationships with RBC Clearing & Custody.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Continental Investors Services, Inc.

Platform Details

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