CES Investment Strategies

Overview

CES Investment Strategies is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage-of-assets-under-management component with hourly charges. Regulatory and operational details in the snapshot indicate the adviser is not positioned as a capital allocator, does not operate as a multi-state adviser, and is not an active ESG investor. Its client focus and service mix suggest a small, advice-oriented practice rather than a multi-product institutional manager.

Assets & Accounts

Investments & Alternatives