What Differentiates CSG

Focused:

Our paramount focus is our clients. Professional advice and guidance are the hallmark of our success as evidenced by our client retention and satisfaction.

Ownership Structure:

CSG may offer equity ownership to deserving employees and encourages individuals to become an integral part of their clients’ investment process. This incentive fosters entrepreneurial spirit and is designed to retain and reward the key individuals assigned to each client relationship.

Mid-Sized Firm:

CSG is large enough to have the resources and sophistication necessary to handle complex issues, yet small enough to operate in a boutique fashion and respond individually to client needs.

Accessible to Money Managers:

CSG professionals are always willing to meet with money managers, custodial banks, and many other types of service providers that wish to introduce their firm. We meet with hundreds of traditional and non-traditional money managers annually, and believe this open door policy gives CSG professionals the experience and ability to recognize new talent (or non-talent) for our clients.

Client to Consultant Ratio Eight to One:

This ratio gives CSG the ability to provide exceptional client service and give pro-active advice and recommendations designed to protect and enhance our client’s assets.

Strategic Portfolio Construction with Tactical Advice:

Most firms, including CSG, recommend setting strategic asset allocations when constructing and maintaining their clients’ portfolios. CSG consultants, however, have the ability to offer additional tactical advice, which allows for minor adjustments and modifications to a client’s investment structure based on current or forecasted market conditions.

Custom and Timely Reporting:

CSG (through links established with a number of custodial banks and sophisticated reporting software) has the ability to deliver performance information in the format and timeframe that the client needs.

Alternative Investments Expertise:

CSG offers our clients a dedicated team focused on designing, implementing, and monitoring alternative strategies for diversification and risk management. Our industry ties and reputation provide access to investment talent that, in many instances, is unavailable elsewhere.

Knowledgeable Consultants:

CSG consultants are not just “face people.” Our professionals meet with their clients’ money managers, stay abreast of industry trends, attend educational and trade conferences on behalf of clients, and actively participate in the investment philosophy of our firm. Our consultants speak our clients’ language and are deeply involved with and trusted by the clients that they advise.