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Investment management

Chief investment officer

Investment advice is about educating, empowering, and encouraging clients all along the investment life cycle. Serving as Chief Investment Officer at CFG for the last decade, Alex takes a vested interest in assuring that each client understands their individual tolerance for risk, their unique values and goals, and the various investment options available to them.

 

Available asset management solutions:

  • Actively managed ETF strategy

  • Individual stock portfolios with options overlays

  • High yield cash management

  • Global macro strategy

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Investing is not about maximizing returns at all cost. Investing is about maximizing returns in light of the values, goals, and appetite for risk of the individual investor. This cannot be done in haste. Sound investing takes patience, discipline, and a long-term perspective.

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Alex Leonida

CFP®, CIMA®

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OUR PROCESS

UNCERTAINTY IS CERTAIN

It has been said that the only certainty in investing is that there will be periods of uncertainty.

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It is this fact that creates the need for a long-term view when it comes to investment management. Warren Buffett once said, "Successful investing takes time, discipline, and patience."

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Protecting your hard earned capital should always be top of mind. Even with a long-term view, we strive to manage short-term risks. This can help investors keep a level head in periods of extraordinary uncertainty.

 

An institutional quality approach affords our clients more peace of mind and the freedom to focus on what matters most to them.

OUR FEES

Our Fees

Dollars Invested*

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Annual Fee**

(as a percentage of dollars invested)

$0-$250,000

1.2% 

$250,001-$500,000

1.1% 

$500,001-$1,000,000

1.0% 

$1,000,001-$2,500,000

0.9%

$2,500,001-$5,000,000

0.7%

$5,000,000+

0.5%

*Each fee level is marginal, just like the tax brackets. The first $250,000 will always be charged a 1.2% fee, the second $250,000 will always be charged a 1.1% fee, and so on.

**1/4 of the annual fee will be billed each quarter based on the current value of the portfolio at the end of the previous quarter.

Did you know?
 CFG is here to support the whole family. We offer our fees based on total aggregated family relationship value. 
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