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  • About CIG
    • Our Story
    • Oversight
  • Services
    • Wealth Management
      • Asset Management
      • Alternative Investments
      • Client Experience
    • Business Advisory
      • Medical Practice Dashboard
      • Client Experience
  • Insights
  • Team
  • Careers
  • Contact

logologologologo
  • About CIG
    • Our Story
    • Oversight
  • Services
    • Wealth Management
      • Asset Management
      • Alternative Investments
      • Client Experience
    • Business Advisory
      • Medical Practice Dashboard
      • Client Experience
  • Insights
  • Team
  • Careers
  • Contact
  • About CIG
    • Our Story
    • Oversight
  • Services
    • Wealth Management
      • Asset Management
      • Alternative Investments
      • Client Experience
    • Business Advisory
      • Medical Practice Dashboard
      • Client Experience
  • Insights
  • Team
  • Careers
  • Contact

CLIENT EXPERIENCE

Investment Management Process

ASSET MANAGEMENT
ALTERNATIVE INVESTMENTS
CLIENT EXPERIENCE

Completion of a Financial Needs Analysis (FNA)

Assessment and commitment  to develop Financial Plan

Scheduling of Data Gathering (DG) Meeting

Provide CIG Wealth Organizer

Validation of all information extracted during FNA & in CIG Wealth Organizer

Receive Client Documentation

    • Estate Planning Documents
    • Tax Returns
    • Investment Statements
    • Liability Documentation
    • Insurance policies

Analysis by CIG Wealth Management Team

Wealth Management  team analyzes Client data and Refines Client Objectives

Develop initial Client Wealth Plan – including (as applicable):

    • Current Investment Portfolio
    • Retirement Planning
    • Risk Management Analysis (Life, Disability & Long Term Care)
    • Tax Analysis  & Planning
    • Estate Analysis, Planning & Wealth Structuring
    • Business Succession and Option Analysis
    • Legacy and Charitable Giving

Initial Development of Strategies and Solutions

Roundtable discussion with CIG Wealth Management, Asset Management and Executive Team which provides a true vetting process to confirm all recommendations are in the best interest of the Client and  reflects our best ideas and philosophies to meet Client goals and objectives

Scheduling of Strategy & Implementation (S&I) Meeting

Presentation of  Client Wealth Plan

Discussion, prioritization and approval of strategic recommendations

Execution of Investment Policy Statement (IPS) as applicable

Execution of Investment Advisory Agreement (if appropriate)

Completion of all new account documentation

Execution of account transfer request authorizations

Coordination of asset/account transfers

Timelines  established for reallocation of assets to align with IPS

Initial meeting with Client post-implementation meeting

Review Action Items completed and outstanding:

    • Review Client Statement
    • Education and Implementation of Online Accessibility and tools/resources available

Determine on-going meeting schedule (e.g. semi-annual

CIG Wealth Manager & Asset Management conducts ongoing review of action items to ensure alignment with IPS, goals and objectives

Ongoing team validation of strategy and solutions

Investment Committee meet bi-weekly to review Capital Markets and Client portfolios for opportunities to protect and enhance wealth

Schedule Performance Review/Planning/Client Meeting

Ongoing regularly scheduled client meeting

Provide portfolio review reports;

Assess progress to plan and make adjustments as needed;

Schedule next meeting as agreed

OUR LATEST INSIGHTS

CIG Asset Management Update: “Beware of Tail Risks”

March 24, 2023

CIG Asset Management Update: “Don’t Fight the Fed”

December 14, 2022

CIG Wealth Management Update: Tax-Advantaged Giving Strategies

November 30, 2022

Brian J. Lasher
Head of Business Advisory, Wealth and Investment Management

WORK WITH US

GET STARTED

QUICK LINKS

  • Home
  • About CIG
  • Business Advisory Services
  • Wealth Management Services
  • Contact

SOCIAL

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CONTACT

One Towne Square
Suite 1850
Southfield, MI 48076
248.827.1010

Securities Offered Through CIG Securities, Inc., Member FINRA/SIPC.
Investment Advisory Services Available Through CIG Asset Management, Inc., a SEC Registered Investment Adviser.

Insurance Services Provided by CIG Risk Management, Inc.
All Are Wholly Owned Subsidiaries of CIG Capital Advisors, Inc.

"Elevate Your Success" and "Plan to Succeed" are registered trademarks of CIG Capital Advisors. All rights reserved.

 

Please read the Terms of Use and Disclosures.
Click here for CIG Asset Management Form CRS or CIG Securities Form CRS.

Check the background of CIG Securities, Inc. or any of its Investment Professionals on FINRA’S BrokerCheck site at: http://brokercheck.finra.org/

 

© 2022 CIG Capital Advisors, Inc. All rights reserved.

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