Separately Managed Accounts
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:
Personal relationship to understand your practice, clients and business needs
Partner with advisor in discussions with prospective clients to earn new business
Outsourced Investment Team
Client resource for implementation and account reviews
Our services are available on numerous platforms; please contact us to learn more.