About CSI |
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Some CSI Capital Facts:
We are one of Northern California's premier family office of wealth managers. We are also America's leading family office for the professional athlete, founded in 1978. CSI Capital is an employee-owned company. In fact, CSI is 100% employee-owned, and our team of highly trained professionals has always been 100% committed to serving the needs our clients.
Our headquarters are in the heart of San Francisco's financial district downtown on California Street. We have additional offices in Atlanta, Greenwich, Boca Raton and Los Angeles.
Our combined client assets under management are approximately $1,200,000,000. Our recommended account minimum is $3,000,000.
Our Clients
From Boston to Miami to Phoenix to Seattle to Sydney, our clients feel that they have a personal relationship with CSI Capital and the CSI Team. They have incredible loyalty to us and to our work. Whether it is tax preparation for a CEO of a public company, or estate planning for a veteran professional ball player, or budgeting for a young first round draft pick, we always deliver the highest level of advice and service in the industry.
Our professional athlete group handles the needs of clients from the first-year All Star, to the established franchise player, to the coach, the family and the front office manager. Our day-to-day work intersects with a majority of the NFL, MLB, and NBA franchises.
Our corporate services group handles the needs of clients from the pre-IPO start-up executive, to the CEO of a multi-billion dollar company, to senior management of today's premiere growth companies. Beginning with tax, estate, and financial planning, we deliver a detailed strategy inclusive of option scheduling, restricted stock registration and 10b-5-1 filings, fully integrated into an asset allocation plan.
Our Employees
From three employees in 1991, CSI has steadily grown to a team of forty five dedicated staff and professionals.
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This year, Barron's once again ranked CSI among the country's top
independent financial advisers.