Investment and asset management is integrated with your personal financial goals that we define through the financial planning process, and helps us tailor an investment plan to preserve and grow the assets you have accumulated.
CSIC assesses the clients overall financial objectives, such as risk tolerance, income needs, and time horizon, to design a portfolio to mitigate against market volatility with a higher probability of achieving your goals, while trying to minimize the effect of fluctuations of the capital markets.
We use a “best ideas” approach. This means that we have already preformed our due diligence on a suite of solutions. We then pick and choose from this suite to build the appropriate portfolio for each client.