Christian Investment Advisors

Managed Strategies

Our Christian investment advisors offer 12 different types of strategies from which to choose. All of our strategies strive to be as Biblically Responsible as possible.

Our Registered Investment Advisory fee for investment management ranges from one-half to two percent* annually depending on amount of assets under management. Our annual investment management fee also includes access to many other services and benefits. CLICK HERE for a list of these services and benefits.

​*Additional fees may apply if ​client participates in a managed accounts program or mutual funds.

Tactical Strategy

Conservative, Balanced, Growth, or Aggressive Growth Portfolios
CIS Wealth Management Group Financial Advisor Tactical Strategy

Our tactical portfolios are built for investors who want more downside risk protection than the full upside potential of a buy and hold strategy. Therefore, our tactical portfolios respond quickly to market conditions and may go to 100% cash at any time. This style is the most conservative of our strategies, therefore overall returns can be lower in a volatile bull market than a buy and hold strategy.

Buy and Hold Allocation Strategy

Conservative, Balanced, Growth, or Aggressive Growth Portfolios
Buy and Hold Allocation Strategy

Our buy and hold strategic allocation portfolios are built for investors who want more upside potential than a tactical strategy and are willing to hold on during major market selloffs (a bear market). A minimum time frame of 10-15 years is suggested. This style is the most aggressive of our managed strategies and is reflected in negative returns in a bear market and positive returns in a bull market.

Hybrid Strategy

Conservative, Balanced, Growth, or Aggressive Growth Portfolios
CIS Wealth Management Group Hybrid Financial Strategy

These highly diversified portfolios are a combination of a tactical and a buy and hold allocation strategy. They are built for the investor who wants to take advantage of the downside protection a tactical strategy offers, but understands that to get the benefit of a buy and hold strategic allocation strategy they need exposure to that strategy as well.

*Investing involves risk, including the potential loss of principal. No strategy or product can assure success or protects against loss.

Other Account and Investment Choices

  • Annuities offering Guaranteed* Retirement Income for Life
  • Brokerage accounts through TD Ameritrade
  • Stocks, Bonds and Mutual Funds
  • IRAs – Traditional, Roth, SEP, SIMPLE, Educational and Rollovers with Guaranteed Retirement Income Rider options
  • 401(k) Retirement Rollovers
  • Turnkey 401(k) Company Retirement Plans through TD Ameritrade
  • 403(b) Retirement Plans for teachers, clergy and other non-profit organizations
  • Real Estate Investment Trusts – Land, Office, Retail, Multi-family housing
  • CDs – Certificates of Deposit
  • Defined Benefit Plans for business owners
  • Educational 529 Plans

*Guarantees are subject to the claims-paying ability of the issuing insurance company.

Call (830) 609-6986 to set up an appointment with a representative at CIS Wealth Management group!

CIS Wealth management fee

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