(215) 760-7267

How It Works

Behind our success


With a combined experience of over 40 years, the Cissne team’s time-honored philosophy of personal attention and consistent communication has benefited their individual clients, families, and institutions consistently. Their hands-on approach to individual portfolios built specifically to individual needs is what makes them personalized.

Individual Financial Plans

Financial plans unique to you. We help you determine the appropriate course of action to work towards your goals, whatever they may be. Let us help you build a strong plan that can withstand the ups, downs and unknowns in the market.

01.

Framing and Parameters

The foundation of your financial plan is the most important. We discuss your risk tolerance, time frame, as well as past investment experience to craft the financial plan that is suitable for you.

02.

Completely Tailored

Our team structures an in-depth financial plan based on our ‘Framing and Parameters’ discussion and executes a course of action with various outlined goals.

03.

Quarterly Check-Ins

We check regularly (quarterly at a minimum) on the progress of your financial plan and course correct if necessary. 

Why choose us?

Consistent Growth

We utilize comprehensive strategies for your unique financial plan

Close Monitoring

Quarterly reports and monitoring, with up-to-date statuses on path projection

Reliable

Our financial plans are tailored to provide you with financial confidence

Global Insights

We monitor key market investment information to keep up-to-date

Competitive fees

We utilize baseline fees based on your assets and portfolio management

Philadelphia Based

We serve the tri-state but our team is local to Philadelphia. Go Eagles!  

LET US HELP YOU BUILD A BETTER FUTURE

Interested? Let’s get in touch.

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