CGI Plan Advisors advises 401(k) and other retirement plans on investment options for plan participants. They help plan sponsors and trustees select investments, establish performance criteria, and monitor performance. CGI Plan Advisors uses Modern Portfolio Theory and Diversified Asset Allocation principles. They also offer consulting services and help plans select third-party administrators.
Assets Under Management$210M
Clients28
Advisors2
Avg. per Client$7.5M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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