About Us

More about us

CSI feels that managing investments requires more than technical skills and intellectual philosophy. We work to mesh our investment approach with our clients’ goals, and are committed to building a solid financial plan for our clients. We accomplish this with our team of trained, diversified, professional advisors. Our advisors train intensively in their areas of expertise, and as a result, offer expert advice and analysis in assisting clients to establish their investment goals.

By fully understanding each client’s goals and circumstances, we establish an excellent foundation for financial planning. A well-constructed plan leads to more effective investment management and a stronger advisor-client relationship.

Our firm is dedicated to providing the best, most dynamic customer service to our clients. We stay informed on the issues, the laws, the trends that affect the financial world and we work hard to educate our clients on those trends.