Separately Managed Accounts

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Family Office Approach

Freedom to live an inspired life®. This language is more than a Registered Trademark. It is the life we strive to give to all of our financial advisors and their clients by being careful, knowledgeable stewards. For even more peace of mind, your funds are entrusted to a firm that actively manages for return and risk control across changing market cycles.  We are a global GARP (growth at a reasonable price) manager. 

Top 5 reasons why advisors partner with CIP:

  1. Personal relationship to understand your practice, clients and business needs

  2. Partner with advisor in discussions with prospective clients to earn new business

  3. Outsourced Investment Team

  4. Client resource for implementation and account reviews

  5. Investor Education