CFG RETIREMENT

Overview

CFG Retirement is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm operates as a capital allocator and offers fee models that combine a percentage-of-AUM billing with hourly charges for discrete planning work. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third-party advisers. Investment activity at CFG Retirement centers on public fund vehicles as the primary building blocks of client portfolios, while the firm also uses external managers for alternative exposures. The adviser is not positioned as an active ESG investor and does not describe itself as a multi-state or pension-focused consultant. The firm has an insurance company affiliation that can factor into client solutions where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices