A complete list of active advisors currently associated with CIP Capital Management, LLC
Warmer can help you find a great advisor at CIP Capital Management, LLC or one who fits your needs even better.
CIP Capital Management provides advisory services to individual retail clients and to pension and profit-sharing plans, with an emphasis on retirement-plan consulting, selection and monitoring of investment lineups (including separately managed accounts on the AssetMark platform), and limited financial planning. The firm’s disclosures indicate it serves a small number of client relationships relative to its four-advisor team and reports approximately $2.6 million in assets under management. CIP’s advisers rely on client-provided information to make recommendations and monitor accounts, and the firm does not accept investment discretion over client accounts; account reviews are continuous with formal reviews at least annually. Advice is provided using a mix of fundamental, technical, quantitative and qualitative analysis techniques, and fees are generally charged as a percentage of plan assets or via negotiated planning fees, billed through custodians or by direct invoicing tools. The firm is affiliated with a FINRA-registered broker-dealer (DaVinci Capital Management) and its advisers also conduct broker-dealer and insurance activities (including relationships with outside insurers and an insurance subsidiary), which the brochure discloses can generate additional compensation and potential conflicts of interest. CIP also notes it does not receive soft-dollar benefits, does not take custody of client assets, and directs clients to select custodians for retirement plan assets—features that distinguish its operating model from many similarly sized advisory teams.
To learn more about the advisors currently working at CIP Capital Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Cambridge, MA
| 20
| |
Cambridge, MA
| 37
| |
Cambridge, MA
| 37
|
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