A complete list of active advisors currently associated with CS Advisors Inc.
Warmer can help you find a great advisor at CS Advisors Inc. or one who fits your needs even better.
CS Advisors provides comprehensive wealth planning and investment management to individuals, high‑net‑worth clients, business owners, and institutional plan sponsors. The firm offers portfolio management and retirement-plan consulting to about 97 clients, manages approximately $118 million in discretionary assets, and generally requires a minimum account size. The firm’s investment approach centers on long‑term strategic asset allocation informed by research and Modern Portfolio Theory, with systematic rebalancing and tactical overlays guided by quantitative, trend‑following signals. Tactical implementations typically employ ETFs and, where appropriate, use options and other derivatives in separately managed accounts to manage risk or pursue defined outcomes, with portfolios tailored to client objectives and often managed on a discretionary basis. CS Advisors is notable for integrating derivatives and custom options strategies into client accounts as part of its tactical framework — a capability that is relatively uncommon among similar supported firms. The firm also provides pension consulting and ERISA advisory services, including plan benchmarking, participant education, and assistance with investment policy and provider selection, allowing it to serve both individual investors and plan sponsors.
To learn more about the advisors currently working at CS Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
Boca Raton, FL
| 6
| |
Boca Raton, FL
| 20
| |
Boca Raton, FL
| 24
|
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