Our Services |
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Wealth Management
CSI Capital Management believes strongly that a comprehensive client-centric approach offers the best opportunity for successful wealth management. The holistic approach that we take requires attention to various disciplines, which when weaved together provide a complete and cohesive financial solution.
Investment Advisory
Central to our investment approach has been the practice of diversifying investment portfolios among high-quality assets, which has proven most successful in preserving and accumulating wealth over the long term.
The investment solutions that we offer carefully balance our clients' personal and financial parameters with our assessment of domestic and international economic conditions and price levels in various financial markets. Allocation among various asset classes is vital to achieve appropriate diversification. Through diversification we believe our clients can participate in economic growth and prosperity while mitigating the risks of economic downturns and significant market disruptions when they occur.
Tax Planning
Tax planning strategies are extremely important in wealth management considering the combined burden of federal, state and municipal taxes. Our legal team* provides each client with a comprehensive personalized tax plan designed to reduce overall tax liability.
As there are frequent developments and changes in the tax law, we are able to provide our clients with updated tax guidance to reduce taxes whenever new opportunities arise. We can also carefully supervise the preparation of all federal, state, and municipal tax returns and our legal team can provide defense in the event of tax audits.
Our legal team can also advise clients on tax-effective techniques for using trusts, corporations, partnerships, limited liability companies, and qualified retirement plans. Since charitable giving is important to CSI and to many of our clients, we also develop strategies for the use of private foundations and other charitable vehicles.
* Taylor & Faust is an affiliate of CSI Capital Management and performs all of the legal services described above.
Estate Planning
Estate planning is a very important part of the integrated financial solutions provided to our clients. While many clients may not believe they are the prime candidates for such services, often they are surprised at the necessity and value of making sure their assets are passed to their heirs in the manner that they intend.
While estate planning often involves local experts, we will either handle matters internally* or coordinate the work with outside experts to make sure that the best advice is given without inundating clients with the task of finding and receiving proper advice from unknown sources.
Some of the estate planning projects we undertake include, but are not limited to:
- Developing multi-generational estate plans to allow for maximum retention of earnings and investments within the family
- Reviewing current estate planning and recommend changes as appropriate
- Drafting wills and living trusts
- Drafting educational trusts
- Drafting tax advantageous life insurance trusts
- Assessing the need for life insurance as an estate-planning tool
- Taylor & Faust is an affiliate of CSI Capital Management and performs all of the legal services described above.
Personal Finance
For many of our clients, earning and accumulating assets has been easier than tending to mundane and often tedious daily financial tasks. No matter the level of income or assets, everyday financial affairs must be accounted for and reconciled.
We offer accounting services that take many of these tasks out of the hands of our clients. Our services include developing and maintaining monthly budgets, bank reconciliation and cash flow reporting, and long-term income and spending projections. Our goal is to offer a service that, if needed, simplifies the daily financial lives of our clients.
Portfolio Management
CSI Capital Management believes strongly that a comprehensive client-centric approach offers the best opportunity for successful wealth management. The holistic approach that we take requires attention to various disciplines, which when weaved together provide a complete and cohesive financial solution.
Our investment philosophy is grounded in the belief that a diversified portfolio of high-quality assets provides the best opportunity for capital preservation and growth. Regardless of asset class (common stock, bonds, real estate, or private equity), we make every effort to find the highest quality assets in which to invest on behalf of our clients.
Our investment research is both thorough and independent and provides us with the foundation to be a truly long-term investor. We value our independence, judgment, and experience and maintain a healthy skepticism of conventional wisdom and "expert" advice.
CSI is a fee-based independent investment advisor that never receives commissions on any of our clients' transactions. This allows for independence and objectivity, leaving us free to focus on the best interests of our clients.
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This year, Barron's once again ranked CSI among the country's top
independent financial advisers.