Our team creates and manages specialized investment portfolios for clients based on their unique objectives. Our Investment Committee oversees all client portfolios.
Clients are encouraged to have at least a 3-5 year time frame, and when constructing portfolios we always consider:
We begin with our in-depth discovery process, which allows us to fully understand your goals, time frame, risk and return preferences, and develop a strategy designed to accurately reflect them.
Client portfolios are then constructed with an asset allocation that matches their investment profile. Our investment approach is disciplined and designed to perform through various market cycles.
The Cygnus client experience is designed to be hands on and provide clients with timely information on an on-going basis. Our quarterly reports are also designed to ensure that we remain accountable.
Clients are also afforded access to a full range of investment planning services, including estate trust, philanthropic and retirement planning.
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.