CFIG Investment Advisory Services, LLC
CFIG Investment Advisory Services provides comprehensive wealth management services and focuses on providing clients with the advice, execution and support to create, implement and monitor their complete financial and family goals.
Sometimes families have interests in goals that are not focused on financial gain. Having a strong and complete picture of our clients’ finances today and projected into tomorrow provides them with the confidence to make informed and confident decisions on any matter related to their well-being.
We provide investment advisory services through our Registered Investment Adviser firm, CFIG Investment Advisory Services, LLC. Working with your personal financial advisor knowing he or she completely understands your current situation as well as your future goals and aspirations. This allows decisions to be made in the sunniest of sunlight and not in the confines of a vacuum.
We are located in Westport Connecticut off exit 18 of Interstate 95 and off of exit 42 of State Route 15 (Merritt Parkway). We are not far from the Westport, Green’s Farms and Southport station stops of the Metro North New Haven Line. Of course in this day and age of technology innovations we can meet in many ways if it is more convenient.
What is so different about CFIG?
Our Focused and Disciplined Approach to Investing.
Comprehensive Wealth Management Services
Our objective is to provide comprehensive wealth management services to help our clients achieve their stated long-term goals. True comprehensive wealth management is not only focused on the investment of financial assets but rather the accumulation, administration and distribution of all wealth.
Independent Custody of Assets For Ultimate in Safety
We use an independent trust company as our custodian to hold all client assets to ensure the utmost in safety. This means we are not limited in what we can invest in and hold for our clients. We decide what is in your best interests and not some profit-seeking broker-dealer firm.
Fiduciary Capacity: We Must Act in Your Best Interests
We are not brokers. We are advisers. We are required to act in your best interests through our Registered Investment Adviser subsidiary firm. This means we must put your interests ahead of our own. We act in a fiduciary role to ensure that you receive the best advice and execution for your personal situation.
Asset-Based Investment Advisory Fee
We are fee-based. We provide full disclosure up-front. The fee is the same no matter what we invest in or how often we trade. Our goal is to provide the best returns with the lowest possible internal costs. We are completely transparent about all fees on your account statements and 24/7 online access. You’ll always know exactly what you paid.
Long-Term Success Defines Our Strategy
We are long-term focused. We aren’t concerned about the day-to-day market changes. We determine what is best for each client based on their risk tolerance and goals. What good comes from continually comparing your returns to an index if you don’t fulfill your needs and achieve your goals?
Overriding Focus on Clients' Needs & Goals
Our goal is to work with our clients through an overriding focus on their needs and goals planning. We aim to know our clients very well. We only choose to work with clients that are interested in a continuing relationship. This is why we are happy you are seeking a financial advisor.
Investment advisory services are offered through CFIG Investment Advisory Services, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.
We subscribe to the theory that money is made when you buy a stock, not when you sell it.
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