Our Company

With an elite network of associates, institution providers, and industry professionals, CSIC Corporation offers an integrated, inclusive approach to managing your wealth by working with you to gain a deep understanding of your unique financial and personal situation. CSIC Corporation delivers focused solutions in retirement funding, asset and income protection, education funding, including tax and estate options. We also provide our clients with situation-specific financial analysis such as evaluating severance and retirement packages or comparing pensions between prospective employers.

We are often asked “what is the minimum account size you accept?”

At CS Investment Counsel we understand wealth comes in all sizes. Our clients come from many professions, age groups, incomes and asset levels. We have found that rather than concentrating on serving clients distinguished by account size, focusing on serving clients who accept a certain fundamental truth about wealth makes more sense to us. The most significant factor in determining financial wellbeing is not markets, esoteric strategies, or luck but rather something people can control: their financial actions. CS Investment Counsel helps clients discover which actions best effect their wealth and build the financial future they envisage.