Continental Investors Services, Inc.
Continental Investors Services, Inc. is a Bellevue, Washington-based broker-dealer and registered investment adviser founded in 1991. The firm is registered with the SEC, FINRA, and MSRB, and has over 30 affiliated investment representatives and multiple branch offices across the United States. It provides securities brokerage, fixed-income, value-equity, and retirement plan services to both individual and institutional clients, focusing on client service and tailored investment advice. With more than 30 years of experience, Continental Investors serves investors seeking stability and personalized financial relationships.
Investment Strategy
Continental Investors Services, Inc. concentrates on fixed-income and value-equity investments, avoiding speculative and unseasoned products. The firm prioritizes client relationships and personalized advice, only offering investments that align with client objectives. It does not offer proprietary products, instead focusing on providing suitable, lower-risk investment options and comprehensive service, including access to multiple markets and research through its clearing arrangement with RBC Clearing & Custody.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Z ZECP | ZACKS TRUST | 7.01% | $3.9M | 121,738 | $28.72 | $31.91 | +$740.5K |
A AGG | ISHARES TR | 6.20% | $3.4M | 34,569 | $102.60 | $99.20 | +$274.4K |
T TSLA | TESLA INC | 5.27% | $2.9M | 9,235 | $303.72 | $317.66 | +$297.2K |
V VTI | VANGUARD INDEX FDS | 5.03% | $2.8M | 9,208 | $220.74 | $303.93 | +$253.8K |
I IVV | ISHARES TR | 4.31% | $2.4M | 3,862 | $457.27 | $620.90 | +$239.2K |