A complete list of active advisors currently associated with C2 Investment Group

Warmer can help you find a great advisor at C2 Investment Group or one who fits your needs even better.

C2 Investment Group provides non‑discretionary investment consulting to public funds such as municipalities, universities and school districts, offering Government Bond Index Tracking services tailored to institutional clients. As of January 1, 2026 the firm reported approximately $215 million in assets under advisement across a small roster of institutional accounts. The firm’s process centers on advising clients in the selection of an appropriate bond index to replicate and providing access to an index‑tracking optimization application that generates monthly rebalancing recommendations and enforces constraints (weighted average maturity, yield, duration and coupon). Investments are limited to U.S. Treasury and U.S. Agency securities, and clients retain responsibility for executing transactions and selecting custodians and brokers; C2IG does not take discretionary trading authority or custody of client assets. Notable and uncommon features disclosed in the brochure include an affiliation with a portfolio accounting and reporting product (Tracker) that principals sell and for which they report spending about 25% of their time, a practice relatively rare among peers. The firm’s exclusive focus on institutional government‑bond index replication and its concentrated client base (six institutional clients) distinguish it from many supported advisors that serve individual or broader client segments.

To learn more about the advisors currently working at C2 Investment Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.