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

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

VALUES BASED INVESTMENT STRATEGY
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 create the best strategy for your specific situation.