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CIGX
CIGX is a fiduciary based service provider that offers financial planning and portfolio management services, including retirement planning, investment...
Overview
CIGX is a fiduciary based service provider that offers financial planning and portfolio management services, including retirement planning, investment planning, college planning, and insurance planning. Asset management services include stocks, bonds, mutual funds, ETFs, commodities and currencies. The firm uses the C+I+G+X economic wealth formula to help increase wealth through financial planning and investment management.
General information
Firm type
RIA
Frequently asked questions
Does CIGX participate in fund commitments or only direct deals?
There is no public record of CIGX making direct investments, fund commitments, or co-investments. The firm's posture of complete privacy often correlates with an allocation model that uses external managers and intermediaries to avoid the disclosure that direct deal-making requires, but this is unconfirmed.
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