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CIMA Sports & Wealth Management
CIMA Sports & Wealth Management Inc is a state-registered investment adviser in Lutz, FL. It has one employee and one investment adviser. The firm is based...
Overview
CIMA Sports & Wealth Management Inc is a state-registered investment adviser in Lutz, FL. It has one employee and one investment adviser. The firm is based in Lutz.
General information
Firm type
RIA
Sector focus
Frequently asked questions
What types of clients does CIMA Sports & Wealth Management serve?
CIMA serves professional athletes, entertainers, and high-net-worth individuals. Its specialization in sports-industry financial planning distinguishes it from generalist wealth management firms.
What services does CIMA offer?
The firm provides investment management, retirement planning, tax strategy, estate planning, and risk management. For athletes, services extend to contract analysis, endorsement income planning, and post-career financial transitions (per the firm's public marketing).
What investment approach does CIMA use?
CIMA focuses on holistic financial planning rather than speculative or high-risk strategies. Its typical approach includes diversified portfolios of equities, fixed income, and alternative assets, with a focus on long-term wealth preservation and income matching for irregular earnings streams.
Does CIMA manage assets for institutional investors or only individuals?
Public records indicate CIMA primarily serves individual clients, including professional athletes and high-net-worth families. It does not appear to manage institutional pools such as pension funds or endowments.
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