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CES Investment Strategies
CES Investment Strategies is an independent fiduciary financial advisory firm focused on helping individuals and couples nearing retirement transition into...
Overview
CES Investment Strategies is an independent fiduciary financial advisory firm focused on helping individuals and couples nearing retirement transition into their next chapter with clarity and confidence. It offers personalized retirement planning, investment strategy and portfolio management, Social Security and pension guidance, tax-efficient retirement planning, and legacy and estate planning coordination. The firm acts as a fiduciary with transparent fees and a client-centered approach.
General information
Firm type
Asset Manager
Principals
Craig Sigeti
founder
Craig Sigeti
Frequently asked questions
How large is CES Investment Strategies?
The firm reports a regulatory AUM figure in its SEC filings, but that number reflects the SEC's specific calculation methodology — which can include non-discretionary assets — rather than a traditional commitment-based AUM. The disclosed client count places the firm in a small-adviser tier.
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