CIG Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$156,124,287
Clients
78
Advisors
5
of 8 employees
About
CIG Asset Management, Inc. provides wealth management, comprehensive financial planning, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, typically through a fee-based AUM program that generally requires at least $100,000 to open. The firm reports about $192 million in total assets under management and also offers sub-advisory services and bespoke planning engagements.
The firm’s investment process is built around strategic asset allocation with both strategic and dynamic (tactical) models, including SRI/ESG-screened variants, and it deploys diversified exposures across equities, fixed income, REITs, commodities, options, exchange-traded products, and other alternative strategies. CIG integrates model-driven rebalancing and committee oversight into its risk management and also manages and sub-advises pooled investment vehicles as part of its investment offerings.
What is distinctive about the firm is its set of affiliated and sponsor roles: it is affiliated with an SEC-registered broker‑dealer and a licensed insurance agency, sponsors and manages private pooled investment vehicles (including a real estate vehicle, MBP‑II, that is closed to new investments), and acts as a wrap-fee program sponsor — arrangements the firm discloses and for which it describes specific mitigants such as fee disclosures, audited financial statements for pooled vehicles, and a stated waiver of advisory fees on insurance products in the first year. These affiliated relationships and its role as a private fund manager and pooled-vehicle portfolio manager are less common among similar supported firms and are highlighted in its Form ADV.
Client services
Expertise
Fee options
Comprehensive Financial Plan fees range from $2,500 to $10,000
$0 - $250,000: 2.5% $250,001 - $500,000: 2.0% $500,001 - $750,000: 1.8% $750,001 - $1,000,000: 1.5% $1,000,001 - $1,500,000: 1.0% $1,500,001+: 0.8%
Commissions received from affiliated broker-dealer for certain securities transactions and insurance products; advisory fees waived on insurance assets first year to mitigate conflicts
Additional financial planning services billed at up to $500/hour
Account minimum: $100,000 Minimum fee: Comprehensive Financial Plan fees range from $2,500 to $10,000; additional services billed at up to $500/hour Fee-only: Asset management fees paid quarterly in advance based on tiered schedule; flat fees for financial planning; hourly fees up to $500/hr for additional services
Main office
One Towne Square, Suite 1850
Southfield MI 48076
Advisors at this office
5
Most active in
Connecticut · Illinois · Michigan · Texas
Also doing business as
Capital Investment Group,LLC · Cig Asset Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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