Clients are our Greatest Asset

Our greatest asset is our clients. See our CAPIS client testimonials to see what our clients have to say about us.

We truly enjoy working with the CAPIS team. The trading desk staff is knowledgeable and has provided assistance where other firms could or would not. Customer service is superb, with quick responses to our requests. They have also developed several workflow processes that have created daily efficiencies. Working with CAPIS you feel you are engaged with a group of individuals that truly care about you and your business. You are part of their team. They are a great fit for our business needs.

Deborah Hoeft

Investment Resource Coordinator

Associated Bank

What sets CAPIS apart from their competitors is their people. They are easy to reach, no question is too small, and they are always willing to work through issues with patience and professionalism. Their services are at the highest level.

Jennifer Profitt

Senior Operations Administrator

Unified Trust Company

CAPIS has been a valuable partner in the ongoing management of our soft dollar business. Their trading, sales, and support staff are knowledgeable, professional, and courteous. We view the folks at CAPIS as a direct extension of our business, and consider them to be experts in trade execution and settlement.

Jim Brown

Director of Operations

Apex Capital Management

Dave and his team are always willing to step in and help with SRP’s needs, whether it is commission recapture related or an independent assignment related to transition management/brokerage. We value our relationship with CAPIS. The CAPIS staff is exceptional. The expertise of Dave and his team is invaluable. We always feel like we are in good hands with them and that we receive top notch service.

Mary Dickner

Senior Treasury Analyst

Salt River Project

Outstanding firm. Non-conflict interest is the best summarization for CAPIS. Dave and his team do an exceptional job in explaining process, procedures and overall trading environment. CAPIS is a firm we can trust to do the best job for us. We don’t have to worry when CAPIS takes the lead.

Brendan O’Connor

Senior Analyst

Salt River Project

I have been very pleased with the “commission management” support from CAPIS. We receive consistent commission recapture, best execution, and prospectus disclosure information from CAPIS. We are also pleased with the market and trading color we receive from CAPIS.

Anonymous Client

Job Title Withheld

CAPIS Client Since 2003