Cygnus Next
We recognize that many individuals in the next generation of investors want low-cost yet customized investment solutions, but since they are often just beginning to save for the future, they have limited access to many full-service investment firms.
Cygnus Next bridges this gap by offering beginning investors access to the same investment in-depth investment research that we offer all clients. We use the same discovery process and invest funds in one of several investment strategies that are matched to each client’s goals and objectives:
We review the progress of your plans relative to your defined objectives and suggest any changes we believe are needed. You’ll also have 24/7 on-line access*.
*Access to the service may be limited, delayed or unavailable during periods of peak demand, market volatility, system upgrades or maintenance, or electronic, communication or system problems, or for other reasons.
Note: The asset allocations above are presented only as examples and are not intended as investment advice. Please consult your financial advisor if you have questions about these examples and how they relate to your own financial situation. Investing involves risk and investors may incur a profit or a loss regardless of strategy selected. Asset allocation and diversification do not ensure a profit or protect against a loss.
Who We Are
At the heart of any organization are its people, and we are extremely proud of our team. We are a diverse group of individuals yet share common values and a shared commitment to our clients and to our community.
We are also a credentialed team, and all employees are encouraged to undertake educational training to maintain and enhance their professional skills.
What Makes Us Different
With thousands of advisors to choose from, it’s important that you select a competent and experienced partner with whom you are comfortable, who will be accountable to you and who holds themselves up to the highest ethical standards.
We always strive to exceed expectations, allowing clients the freedom to enjoy life, family and friends.
How We Help You
We help clients through our disciplined investment approach and tailored financial planning services.
Our services are personalized to the individual needs of each client. Financial planning combined with portfolio management services can help clients meet long-term financial goals and improve the quality of their and their family’s lives.