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.