Cima Sports & Wealth Management INC

Cima Sports & Wealth Management offers personalized asset management and financial planning services to individual clients, including high net worth individuals, trusts, estates, and business entities. Cima Sports & Wealth Management focuses on building long-term portfolios using fundamental analysis and tactical or strategic asset allocation. When managing investments, Cima Sports & Wealth Management oversees accounts held at Altruist Financial, monitoring performance and making adjustments according to each client's risk tolerance and financial goals. In addition to investment management, Cima Sports & Wealth Management creates written financial plans covering asset allocation, budgeting, cash flow, estate planning, investment planning, and retirement planning. Cima Sports & Wealth Management also maintains an affiliation with a tax preparation firm, providing a referral option for clients needing accounting services.