CIC provides investment management and supervisory services, including asset allocation and investment manager recommendations. CIC works with clients to develop investment policies and guidelines. CIC does not participate in wrap fee programs.
Assets Under Management$280M
Clients1
AdvisorsN/A
Avg. per Client$280M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
CIC's fees are based on factors like account size, number of managers, work expected, and contract length. Fees typically range from 0.03% to 0.12% per year, and all fees are negotiable.
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Location
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