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Portfolio Management

Portfolio Management

Our investment advisory services include professional portfolio management services based on your investment goals and your risk tolerance level.  What is your risk tolerance level?  How much risk can you afford to take with your investments while still sleeping very soundly every night? We provide complete portfolio management services while giving you access to an unprecedented level of investment choices unmatched anywhere.  We are completely independent and we are free to offer any investment option or plan we feel is appropriate for your situation. Our investment advisory fee is fully disclosed and it is not based on whether we buy or sell or how often.

CFIG Wealth Management, LLC  •  PO Box 3305  •  Stamford, Connecticut 06905-0305 USA


Copyright 1991-2017 CFIG Wealth Management, LLC.  All Rights Reserved.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  Insurance products and services are offered through Continental Five Insurance Group, Inc., a licensed insurance agency, 30 Old Kings Highway South, Suite 115, Darien, CT 06820.  Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Advisor, 30 Old Kings Highway South, Suite 115, Darien, CT 06820.

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