Jeff Allsop

Jeff Allsop is Principal and Chief Investment Officer at Capital Investment Services of America, Inc., based in Milwaukee, WI. In this leadership role, he oversees the firm's equity research process and leads the investment team, ensuring client portfolios adhere to the firm's rigorous equity philosophy. His responsibilities include portfolio management, equity research, and advising a broad range of clients on investment strategy.

Jeff specializes in fundamental company, economic, and portfolio analysis, with a particular focus on equity investing for individual and institutional clients. His expertise centers on U.S. equities across diverse sectors, utilizing in-depth research to select high-quality stocks for client portfolios and maintain long-term financial growth. He leads investment decisions regarding sector allocation, stock selection, and portfolio risk management.

With a career at Capital Investment Services since 1990, Jeff previously served as Director of Research/Portfolio Management for another Midwestern investment advisor. He holds a Bachelor’s degree in Finance from the University of Iowa and is a Chartered Financial Analyst® charterholder. Jeff is recognized for his significant contributions to investment research and portfolio management, upholding high standards of client service and consistently delivering tailored strategies for wealth preservation and growth.