Certis Capital Management, INC.

Certis Capital Management provides services to high-net-worth families, including investment advice, arranging credit lines, assisting with insurance claims, managing bank and investment accounts, and coordinating real estate and family business transactions. Certis reviews investment opportunities presented to clients and advises on third-party investment advisors. They offer both discretionary and non-discretionary portfolio management, tailoring advice to individual needs. Financial planning services are also available.