Client Experience

We understand that relationships must be built on honesty and integrity; everything else follows from there.  You entrust us with more than the management of your assets; you’re entrusting us with helping you feel more secure.

When you call, you’ll know who is answering the phone, and we’ll know who you are and be able to assist you. We meet as a team each week to discuss any pending or anticipated client needs. That is the client experience that we pride ourselves on delivering and strive for every day.

Practically, we encourage you to include your other trusted advisors, such as your accountant and tax attorney, from the onset of the relationship, so that all efforts on your behalf are coordinated.

As a Cygnus client you will enjoy:

  • Ongoing oversight of your investments
  • 24/7 on-line access to account information*
  • Comprehensive quarterly portfolio reviews
  • Monthly or Quarterly custodial statements**
  • Our newsletter – Clif’s Notes
  • Easy accessibility

We’ll review your investment results with you on a regular basis, and you’ll receive reports that will allow you to quickly and easily evaluate your performance in relation to your goals.

*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.

**Statements are issued quarterly for accounts that hold a long position but have had no account activity.  For accounts with any non-money market activity, statements are issued monthly