Investment Management
Cygnus creates and manages specialized investment portfolios for clients based on their unique long-term objectives. Clients are encouraged to have at least a 3-5 year time frame, and when constructing portfolios, we always consider:
We begin with our in-depth discovery process, because developing effective long-term relationships begins by really getting to know clients, and allows us to fully understand goals, time frame, risk and return preferences, and to develop a strategy designed to accurately reflect them.
Client portfolios are then constructed with an asset allocation that matches their investment profile. Our investment approach is disciplined and designed to perform through various market cycles.
The Cygnus investment deliverables is designed to be hands on and provide clients with timely information on an on-going basis. Our quarterly reports are designed to ensure that portfolios remain on target.