Asset Management
CIGX, LLC, investment counsel, offers financial planning services, including retirement planning, college planning, investment planning, and insurance planning. We take a broad and thorough approach to your financial future.
The process begins with data gathering, such as asset and liability information, budgeting, and personal needs and wants and is completed with the implementation of a workable financial plan
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CIGX, LLC, capital management, offers the global strategies model portfolio series. These model portfolios range from conservative to aggressive and use a macro-economic, a.k.a top-down, fundamental analysis approach to asset management.
Emphasis is placed on diversification, and special research is performed on global growth, corporate governance, and political and social economics. These models have an initial asset allocation and geographical allocation, which are then reviewed quarterly and analyzed based on the above noted factors.