A complete list of active advisors currently associated with Cigx, Llc

Warmer can help you find a great advisor at Cigx, Llc or one who fits your needs even better.

CIGX provides discretionary portfolio management, financial planning, and retirement planning services to individual clients (including high-net-worth individuals) as well as institutional clients such as corporate pension and profit‑sharing plans, foundations, trusts, and businesses. The firm manages client accounts on a discretionary basis and also offers hourly financial planning and asset allocation recommendations. The firm’s investment process relies on model portfolios and a top‑down analysis of macroeconomic conditions to allocate among equities, bonds, real estate, commodities, alternatives, and cash, with four risk‑tiered allocation models (conservative, moderate, growth, aggressive). Portfolios emphasize primarily exchange‑traded funds alongside mutual funds, individual equities and bonds, use long‑term holdings with defined sell disciplines (e.g., review on a ~15% price decline or earnings underperformance), and are reviewed quarterly with rebalancing considered when accounts are materially out of tolerance. Notable distinctions include the firm’s involvement as adviser to a small, family‑only private investment fund that the firm’s principal established and will manage (the fund is described as exempt from registration and expected to have no more than three family, accredited investors), which means the firm also provides portfolio management for a pooled vehicle in addition to separately managed client accounts. The firm also provides retirement plan selection and pension consulting without a separate charge and delivers quarterly printed reports to clients.

To learn more about the advisors currently working at Cigx, 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.