What separates CFIG Wealth from most firms is our focused and disciplined approach to investing. We are not aggregators or allocators; we don’t acquire new clients simply to have the assets managed by an outside money manager. Why should you be aware of this practice? You should be aware of this practice for the simple reason you are hiring a financial advisor to work for you and not hand your money off to some other money manager while increasing your internal costs. You should also have your portfolio professionally reviewed by an independent advisor like CFIG Wealth to give you confidence you have a solid portfolio or provide insight as to how you can improve it. Why should you improve your portfolio? The stock market is continually evolving. Stocks move up and down in price. The rate of dividend payments change over time. Companies become listed for the first time through Initial Public Offerings (IPOs), companies merge or simply become delisted. You goal should be to have your financial advisor monitor your holdings to continuously improve the investment return while decreasing internal costs.

Here at CFIG Wealth our approach to investing is focused on assembling the very best portfolio of individual securities which will provide the highest investment return consistent with our clients’ risk tolerance and long-term goals at the absolute lowest possible cost. This approach ensures complete diversification while retaining complete control.