investment management

We offer many different investment options to choose from for all our clients and work hard to tailor the most appropriate portfolio strategies for each individual situation. Unlike other firms, we don’t use the “one size fits all” approach with just a few choices.

From setting up a savings account to planning for a child or grandchild’s college education and from establishing an IRA to creating retirement income distribution strategies for a six or seven figure 401k, we do it all and customize portfolio strategies for every stage of your life.

We also specialize in commission free, fee based investment management and partner with many institutional managers that an individual alone would have to meet a portfolio minimum of $5-15 million dollars in order to access. Our twelve investment strategies offer three different approaches. We have a tactical approach for those wanting downside risk protection in major market declines which responds by moving to cash. There is also our buy and hold traditional approach, and a hybrid version of the two. This creates twelve different portfolio options to fit virtually any need.

With the U.S. markets at an all time high, we believe that those who are interested in our tactical strategy (downside protection) of management for their investments will find that now is a great time to make the switch to this strategy of management to help protect their gains. Call our office at 830-609-6986 if you do not have tactical management for your accounts to find out how to get started!

What is commission free, fee based advice and how does it benefit you?

Fee-only financial advisors are registered investment advisors with a fiduciary responsibility to act on behalf of their clients’ best interest.

With this type of arrangement you are personally paying the advisor, not a brokerage firm, mutual fund, or annuity company. Therefore, fee based advice has a tendency to take away any potential conflict of interest that could occur. All fees are transparent and are either hourly, flat, or based upon a percentage of assets under management.

Many Registered Investment Advisors like CIS Wealth Management are dually licensed, meaning that they can offer commission based or fee based services. Sometimes, a commission based product may be the best choice as long as the client understands all of the cost involved.

* Investing involves risks including loss of principal. No strategy assures success or protects against loss in periods of declining values.

Check out other articles from our September 2016 Newsletter

estate planning professional

Financial planning is a key part of wealth management and a service offered to our clients as a benefit of doing business with CIS Wealth.

retirement planning

Did you know that CIS Wealth offers a variety of services when it comes to retirement planning? Learn more about these services!

investment management

We work hard to tailor the most appropriate portfolio strategies to our clients’ situations without using a “one size fits all” approach.

Biblically responsible investing - Just like voting

Learn more about Biblically responsible investing and how it is similar to the way that we choose to vote.

Financial Tips and Tricks From Athena

See what financial tips and tricks our favorite chocolate lab has to offer when it comes to advice on saving!