Adoption of Certification Supports Client Experience at Growing Firm
Contact: Kenneth Chaput
Tel: (248) 827-1010
FOR IMMEDIATE RELEASE:
June 28, 2022—Southfield, MI—CIG Capital Advisors (CIG), a leading independent wealth management and business advisory services firm, has obtained an independent performance certification by ACA Group’s Performance Services Division for its flagship strategies for the period from August 1, 2018 through December 31, 2021. The certification provides reasonable assurance that CIG’s performance for its flagship strategies has been calculated consistent with its policies and procedures which reflect industry best practices. A copy of the certification reports is available upon request.
Brian Lasher, Head of Business Advisory, Wealth and Investment Management, said, “I believe few advisory firms elect to undertake performance certifications given what is involved, so we are incredibly proud of our team for reaching another milestone in our continual pursuit of delivering an exceptional client experience. It was a long, involved process and our work had to be meticulous. Our clients benefit from this investment of our time and effort, and it is ultimately for this reason that we undertook this process.”
Since its founding, CIG has remained dedicated to providing successful medical professionals and entrepreneurs, as well as senior executives from other fields, with wealth and investment management, and business advisory solutions tailored to support their increasingly complex financial lives—enabling them to focus on what is most important and “elevate their success”. CIG views obtaining performance certification as part of the firm’s broader focus on consistently delivering an exceptional client experience—a transparent view into how performance is calculated. Going forward, performance certifications will be conducted on an annual basis, giving clients important insights into the integrity, scope and uniformity of performance, enabling direct comparability of the firm’s track record to better inform their decision-making.
Eric T. Pratt, Head of Research & Trade Execution, said, “This was a significant project for a firm like ours and highlights our commitment to ongoing innovation and embracing industry best practices. We recognize the importance of continually earning our clients’ trust and confidence, and our performance certification works to strengthen and deepen the relationships we share with clients by providing transparency.”
About CIG Capital Advisors
Founded in 1997, CIG Capital Advisors (CIG) is a wealth management and business advisory firm serving high-net-worth clients—enabling these individuals and families to focus on what is most important to them. CIG tailors its delivery of service based on the situation, goals and aspirations of each client it works with. The firm seeks to provide exceptional client benefit through its independent, objective, and transparent strategic thinking and implementations. CIG is headquartered in Southfield, MI. To learn more, please visit cigcapitaladvisors.com.
About ACA Group, Performance Services Division
ACA is the largest team in the world providing GIPS standards verification and related services. Their team—comprised of more than 60 professionals with extensive performance experience—provides GIPS standards verification and consulting services to investment managers around the globe. ACA offers a variety of performance solutions that aid firms with performance calculation methodology reviews and assessment of control and oversight framework. ACA provides an independent third-party review and examination of input data, methodologies, and assumptions used to support an investment performance track record. This solution is designed to bring credibility to the historical track record by examining your adherence to disclosed methodologies and results in a tailored performance certification report that may be shared with the marketplace. To learn more, please visit acaglobal.com/our-solutions/performance-services.