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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

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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