investment management in wealth management
“Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land.” Ecclesiastes 11:2

From setting up a savings account, to planning for a child or grandchild’s college education. 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.

The Investment Management portion of our wealth management puzzle includes a:

Our values based investment strategy utilizes every available means to diversify and manage your portfolio. We start with a complete understanding and risk assessment of how you feel about different investment styles, as well as getting a full understanding of what your short, medium, and long term financial goals are. This allows CIS Wealth to obtain a thorough understanding of your financial statement and what will be the best model(s) for your specific situation.