We recognize that many individuals in the next generation of investors want low-cost yet customized investment solutions. We also know that these same investors are often just beginning to save for the future, which limits their access to many full service investment firms.
Cygnus Next, our new investment program, bridges this gap by offering beginning investors access to the same investment in-depth research that we offer all clients. You do not have to be satisfied with investment services that offer little or no personal contact.
We’ll take you through our discovery process to clearly define your investment goals, liquidity, tax needs and risk tolerance. Based on this assessment, your funds will be invested in one of several models.
We’ll review your portfolio with you on a regular basis and make adjustments as necessary if your goals change over time. You’ll also have access to our financial and retirement planning services, and all of our other services, including 24/7 on-line access*.
*Access to the service may be limited, delayed or unavailable during periods of peak demand, market volatility, system upgrades or maintenance, or electronic, communication or system problems, or for other reasons.
The asset allocations above are presented only as examples and are not intended as investment advice. Please consult your financial advisor if you have questions about these examples and how they relate to your own financial situation. Investing involves risk and investors may incur a profit or a loss regardless of strategy selected. Asset allocation and diversification do not ensure a profit or protect against a loss