Investment Consulting
Grow Your Business
CIG's know-how and experience can be the springboard for advising and supporting our client’s needs. As an independent investment consultant, CIG works behind the scenes to share its professional investing knowledge advising clients to make informed decisions on key wealth issues.

What Available Services:
Investment Education
Trustees
Employees
Setting Investment Objectives
Determine Cash Flow Needs & Time Horizons
Determine Asset Classes To Be Used
Set Asset Mix Parameters
Determine Desired Investment Manager Characteristics
Set Investment Manager Guidelines
Asset Allocation
Quantify Risk Tolerance Level
Develop Long Term Policy
Recommend Periodic Adjustments
Adjust Asset Classes
Rebalancing Within Asset Classes
Rebalancing Among Investment Managers
Investment Manager Search & Selection
Search
Screen Prospects for Desirable Risk/Return Features
Recommend Qualified Investment Managers
Selection
Present Pertinent Data to Trustees
Interview Investment Managers
Recommend Investment Manager(s)
Performance Measurement & Evaluation
Measurement
Absolute Time Weighted Return
Risk Analysis
Asset Allocation Analysis
Evaluation
Relative to Investment Objective
Relative to Established Indices
Relative to Inflation
Cost Containment
Monitor Commissions
Negotiate Custodian Fees
Negotiate Investment Management Fees
Negotiate Commission