Our Investment Philosophy
is built using a defined
modeling process and a customized investment
strategy for each client. The foundation of our
philosophy is driven by two things: investment strategy
and investment selection.
Our investment strategy
build you a portfolio with individualized investment selections
. Within our portfolio allocation, we use a variety of diversified investments which can include mutual funds, Exchange Traded Funds (ETFs), stocks, and bonds.
While there is no assurance that any investment strategy will be successful, CIS develops portfolios around the concept of asset liquidity and clear communication. Our recommendations are designed to manage risk first, then return. From investment management and selection to portfolio construction and trading, we are committed to providing personal solutions to meet our clients' individual needs.
Investing does involve risk and investors may incur a profit or a loss, but our common sense approach to portfolio management is a critical component to helping you grow your wealth and preserving your legacy.