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CIG Asset Management, Inc.

Updated today

Client AUM

$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

Financial planning Portfolio management

Expertise

ESG / Sustainable investing Real estate investing Options & derivatives strategies Private / alternative investments Wealth management

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Fee options

Fixed

Comprehensive Financial Plan fees range from $2,500 to $10,000

Percentage

$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

Commissions received from affiliated broker-dealer for certain securities transactions and insurance products; advisory fees waived on insurance assets first year to mitigate conflicts

Project-based

Additional financial planning services billed at up to $500/hour

Other

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

Advisors at this firm

user avatar

Nickolas R

Series 66

Southfield, MI

CIG Asset Management, Inc.

Nickolas Roeder is a financial advisor at CIG Asset Management, Inc. in Southfield, MI, holding a Series 66 designation with nine years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Scottrade before joining CIG Capital Advisors in 2024. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm employs an asset allocation framework that integrates strategic and dynamic models across multiple asset classes and offers SRI/ESG screened portfolios, managing accounts primarily on a discretionary basis.

ESG / Sustainable investing Real estate investing Options & derivatives strategies Private / alternative investments Wealth management
user avatar

Robert B

Series 63, Series 65

Southfield, MI

CIG Asset Management, Inc.

Robert Bolden Jr. is an advisor at CIG Asset Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arnold & Mote Wealth Management and PFS Investments. He is also the sole owner and advisor at Bolden Wealth Management, a Registered Investment Advisor. CIG Asset Management provides wealth management, comprehensive financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic asset allocation approach with both strategic and tactical models, offering diversified exposure across multiple asset classes and managing approximately $192 million in assets under management.

ESG / Sustainable investing Real estate investing Options & derivatives strategies Private / alternative investments Wealth management
user avatar

Kenneth C

Series 63, Series 66

Southfield, MI

CIG Asset Management, Inc.

Kenneth Chaput is a financial advisor at CIG Asset Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with CIG Asset Management since 2013, serving also as the firm’s Chief Compliance Officer. Additionally, he is a 50% owner and vice-president of Northstar Financial Enterprises, a holding company related to a formerly registered broker-dealer and insurance agency. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs a strategic and dynamic asset allocation approach, incorporates ESG-screened models, and offers diversified investments across multiple asset classes, along with sub-advisory services and management of private pooled investment vehicles.

ESG / Sustainable investing Real estate investing Options & derivatives strategies Private / alternative investments Wealth management
user avatar

Osman M

Series 63, Series 65

Southfield, MI

CIG Asset Management, Inc.

Osman Minkara is a managing principal and investment advisor representative at CIG Asset Management, Inc. with 32 years of industry experience. He is also the managing principal of CIG Capital Advisors and the managing member and majority owner of CIG Venture Management, LLC, which manages various special purpose vehicles and a private equity fund. CIG Asset Management provides wealth management, financial planning, and discretionary portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm employs an asset allocation framework that integrates strategic and dynamic models across multiple asset classes and offers socially responsible investment options.

ESG / Sustainable investing Real estate investing Options & derivatives strategies Private / alternative investments Wealth management
user avatar

Eric P

Series 63, Series 66

Southfield, MI

CIG Asset Management, Inc.

Eric Pratt is a financial advisor at CIG Asset Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. and Morgan Stanley. Pratt has been with CIG Asset Management and its affiliated entities since 2019. CIG Asset Management provides wealth management, comprehensive financial planning, and discretionary portfolio management to a range of clients including individuals, trusts, estates, and charitable organizations. The firm employs strategic asset allocation with both strategic and tactical models, integrating diversified exposures and risk management through model-driven rebalancing and committee oversight.

ESG / Sustainable investing Real estate investing Options & derivatives strategies Private / alternative investments Wealth management
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