Portage, MI Office
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CX Institutional, LLC
Multi-team
Firm-wide stats for CX Institutional, LLC
About
CX Institutional serves individuals (including high‑net‑worth clients), charitable organizations, business entities, and retirement plan sponsors with discretionary and non‑discretionary portfolio management, financial planning, and retirement plan consulting. It delivers these services through its CX Multi‑Strategy Platform and related advisory agreements, combining routine portfolio management and planning typical of enterprise advisers.
The firm implements multi‑strategy asset allocation using a blend of fundamental, quantitative, and technical analysis across equities, fixed income, ETFs, structured products, and private funds, and provides ongoing monitoring and rebalancing. CX Institutional supplements investment management with third‑party technology — including client portals via eMoney and held‑away account aggregation and order management via the Pontera platform — to support consolidated reporting and tax‑efficient asset location.
Noteworthy distinctions include a menu of thematic and specialized strategies (such as artificial intelligence, blockchain, and electric vehicle portfolios), the use of structured notes and access to unaffiliated private investment funds, and an explicit pathway for cryptocurrency exposure via exchange‑traded securities or specialized managers. The firm also discloses sponsorships and custodial support from large industry providers and an affiliated sub‑advisory relationship, arrangements that bear on platform selection and the firm’s service ecosystem.
Based on CX Institutional, LLC
Expertise
Based on CX Institutional, LLC
Location
8075 Creekside Drive, Suite 140
Portage MI 49024
Advisors at this office
4
Advisors at this office
John R
CFP®, Series 63
Kalamazoo, MI
CX Institutional, LLC
John Ruzza is a CFP® with 39 years of industry experience. He is currently with CX Institutional, LLC and previously worked for 18 years at Cambridge Investment Research Advisors, Cambridge Investment Research, and MainStreet Financial Advisors. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm employs a combination of fundamental, quantitative, technical, and cyclical analysis to manage diversified portfolios that include equities, fixed income, ETFs, structured products, and private investment funds.
Andrew M
CFP®, Series 66
Kalamazoo, MI
CX Institutional, LLC
Andrew Mayer is a financial advisor at CX Institutional, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Main Street Financial. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm combines fundamental, quantitative, technical, and cyclical analysis to allocate assets across various investment types, including individual equities, fixed income, ETFs, structured products, and private funds.
Joel M
CFP®, Series 66
Kalamazoo, MI
CX Institutional, LLC
Joel Macyauski is a CFP® with five years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. He has previously worked at Cambridge Investment Research Advisors and MainStreet Financial. Macyauski is also involved as an independent agent in insurance and benefits. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm combines fundamental, quantitative, technical, and cyclical analysis to manage diversified portfolios that include equities, fixed income, ETFs, structured products, and private investment funds.
Thomas K
Series 66
Portage, MI
CX Institutional, LLC
Thomas Kehoe Jr. is a financial advisor at CX Institutional, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Oak Point Wealth Management, Oak Point Financial Group, and LPL Financial. Outside of his advisory role, he is a managing member of 721 Asset Management, LLC, which owns an office building leased to his former financial planning practice. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm uses a blend of fundamental, quantitative, and technical analysis across various asset classes and supplements its services with technology for consolidated reporting and tax-efficient asset location.
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