Investment Management Service

As the cornerstone of our services, we offer professional investment consulting through a method driven by your goals and guided by our portfolio management expertise. All of our clients' investments are held in their own separate accounts at one of the largest brokerage firms/custodians in the U.S. in order to maintain maximum safety, transparency, liquidity and client control.

Our transparent fee structure provides the means for you to invest in a logical and deliberate fashion as opposed to being haphazardly “sold” investments, which may not be appropriate.

The heart of our approach is the concept that through proper asset allocation, a disciplined investment style and a well-informed selection process, we can provide consistent results while working within your tolerance for risk.

We begin this process by understanding your financial objectives and then designing an appropriate mix which establishes how investment dollars should be distributed among equities, fixed income, and cash.

Over time, we will recommend revisions in asset allocation and investment selection according to changes in your individual needs as well as changes in the financial markets.

  • We Determine your Financial Goals, Risk Tolerance and your Time Horizon
  • We Develop Objective Investment Strategies and Tax Efficient Income Distribution Strategies
  • We Manage IRA's, 401(k)'s, Your Cash Flow needs
  • We Measure, Track and Report Your Performance

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*Please Note: Limitations. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by CAG) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.