Investment Management
The foundation of CSG Financial
investment management process is based on understanding and communication.
Taking the time to thoroughly understand a client’s current financial
position, risk tolerance, time horizon, values and goals is essential in
creating the investment portfolio that is realistic and successful.
Equally important, communication between the client and investment manager
on a regular basis helps to ensure the investment portfolio remains
suitable during market changes and life changes.
The Investment Management Process & Services provided for each client
include
Minimum Account Size
Minimum Account is $250,000.
Fees
Fees are based on a percentage of assets managed. |
