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