Individual Advisors
As a solo practitioner, there are only so many hours in the day to do what all that needs to be done. At CIG, we’ll help you do more of what you want and less of what you don’t.
Small Teams
Your team has grown in size but so has the needs of your infrastructure. We can help.
Advisors Seeking an Exit Strategy
You spent years building your business but now you want to enjoy the good life but aren’t sure how to make the transition. Let us show you how.
What We Offer
Your clients’ needs are diverse. Your ability to service their needs should be as well. Whether it is access to a broader spectrum of investment solutions, custom marketing collateral or reliable back office support, provides you the ability to run your business, your way. Our team of in-house marketing, business development and administrative support will allow you to spend more time doing business building activities you would prefer to do, and less time mired in administrative tasks.
In-house Marketing
Practice Management
New Business Processing
Succession and Contingency Planning
Virtual Administrative Support