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.
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.