Welcome to
Cygnus

We view client relationships as partnerships that are designed to help our clients meet their long-term financial and planning goals.

Our offerings include:

Our approach is disciplined and team-oriented, and as a privately-owned and independent practice, we have the flexibility and focus to deliver unbiased advice.

We understand that relationships must be built on honesty and integrity, as clients are entrusting us to help secure their financial future.

We invite you to get to know us better.

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At Cygnus we offer:
  • A highly capable, educated, motivated and stable team
  • A sound, focused and disciplined approach
  • Individualized, cost-efficient and risk-managed portfolios
  • Unbiased planning advice
  • Independent and impartial counsel
  • Top-notch client service and accountability
  • A long-term partner to help you achieve your goals

We understand that relationships must be built on honesty and integrity.

We meet as a team each week to discuss any pending or anticipated client needs and will be ready to assist as needed. That is the client experience that we pride ourselves on delivering and strive for every day.

We review investment results with clients on a regular basis and provide reports that will allow clients to evaluate performance in relation to their individual goals.

We also encourage clients to include other trusted advisors, such as an accountant and tax attorney, from the onset of the relationship, to ensure the proper coordination.

Philanthropy lies at the heart of Cygnus; these activities include both financial sponsorships as well as volunteerism. All of our employees support and participate in these activities, and while our philanthropic activities have a heavy tilt toward finding a cure for cancer, we support the causes of all of our employees.

Causes we have supported over of the past few years include:

  • Melanoma Research Foundation
  • Levine Cancer Institute
  • Atrium Healthcare Foundation
  • Anne Springs Close Greenway

“Giving back is at the core of our culture. At Cygnus, we value the charitable interests of our team, and together we make a profound impact on each of our individual charitable interests.”
– Lisa McIntire Shaw, Managing Partner

 

Raymond James is not affiliated with any organizations mentioned

Why is our name Cygnus?

Cygnus is the swan constellation of the Northern Cross, which is visible only in the northwest quadrant of the sky. We chose this name for our practice because in the investment world, our target for the performance of client accounts is the northwest quadrant of a risk v. return chart – indicative of higher return with less risk.

Cygnus Next

We recognize that many in the next generation want low-cost and customized investment solutions, and the ability to begin investing with less money. Cygnus Next bridges this gap by offering beginning investors access to the same investment in-depth investment research that we offer all clients.

Learn More