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Financial Planning and Investment
Management Services
Investment Management Planning
What is Investment Management? You work hard for your money and want to ensure that the financial decisions you make for your retirement are done prudently with you and your family’s best interest in mind. CIA Financial Group is pleased to offer our clients comprehensive Investment Management services that take into account model portfolio development and asset allocation modeling.Through our Investment Management services, clients gain access to our wide range of investment vehicles, including Brokerage Services (stocks, bonds, mutual funds), Annuity Products (Fixed, Variable, Indexed), Real Estate Investment Trusts (Publicly and Non-Publicly Traded), and Fee-Based Services (Separately Managed Accounts, WRAP Accounts, Institutional Money Management).
Why can you trust CIA Financial Group to provide you with professional Investment Management Services?
- CIA Financial Group is an independent provider of financial services which allows us to provide you with uncompromised management of your assets.
- As an independent financial advisory firm, CIA Financial Group has access to the entire market place of products.
- Knowledge and experience of Investment Management are required to provide professional advice to our clients. We are proud of our 30 year track record!
- Because CIA Financial Group can provide you with a wide range of financial services, your financial advisor can review your possible deficiencies and needs and help make a strategic recommendation for you.
- CIA Financial Group maintains regular communication with our clients taking advantage of our Investment Management services. Clients will have access to our 90-Day Client Contact Program, 90-Day Client Report Program, and 6-Month Client Review Meeting Program.
To discuss your Investment Management needs today, please contact us.
Securities offered through LPL Financial. Member FINRA / SIPC.
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