A complete list of active advisors currently associated with CIG Asset Management, Inc.

Warmer can help you find a great advisor at CIG Asset Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at CIG Asset Management, Inc., 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.