A complete list of active advisors currently associated with Cigale Financial Services LLC

Warmer can help you find a great advisor at Cigale Financial Services LLC or one who fits your needs even better.

The firm provides asset management, financial planning and consulting, and outsourced chief investment officer (OCIO) services, with a focus on serving nonprofit organizations and individual clients through pooled or institutional-style mandates. Services include ongoing portfolio management across a range of public securities and development of investment policies, as well as one-time or project-based financial planning deliverables. Its investment process combines fundamental security analysis with modern portfolio theory and emphasizes long-term and passive strategies, diversification, and periodic rebalancing. For institutional clients the firm offers OCIO-style functions — including asset allocation, liquidity and risk monitoring, and policy implementation — and can manage accounts on a discretionary basis when authorized. Compared with many investment-manager peers, the firm supplements percentage-of-assets fees with hourly and fixed-fee planning options and the ability to waive planning fees when clients engage asset management, a practice that is relatively uncommon for this firm type. The firm is newly formed and currently reports no assets under management, and its principal maintains a full-time finance role at a nonprofit institution while providing advisory services outside those primary employment hours, which may affect capacity and availability.

To learn more about the advisors currently working at Cigale Financial Services LLC, 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.