With literally thousands of advisors to choose from, it’s important that you select a highly competent and experienced partner with whom you are comfortable.
The advisor you choose to work with should be accountable to you at all times, and hold themself up to the highest ethical standards.
You should look for an advisor that is stable and has the available resources and skills to adapt with you as your needs, and perhaps goals, change over time.
We understand all of this, and at Cygnus we offer:
- A highly educated, experienced and motivated team. Most of our team members have worked together for more than 20 years, and we have had few organizational changes.
- A sound and disciplined approach to investing and client service. We will limit our practice based on our ability to continue to offer the level of client service that meet client and our own expectations.
- Cost-efficient and risk-managed portfolios. You have worked hard to earn your money, and it’s our job to help you keep it and build it in a manner that is consistent with your goals.
- Independent and unbiased advice. We utilize the resources of large national firms in addition to conducting our own research.