CGI INVESTMENT ADVISERS LLC

Overview

CGI Investment Advisers LLC is a small, independent registered investment adviser that concentrates on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates as an LLC under individual ownership and charges clients on a percentage-of-AUM basis. Investment activity is sharply equity‑centric: the adviser most commonly uses exchange‑traded equities as the principal building block for client portfolios. CGI does not self-identify as an ESG investor, does not act as a capital allocator, and does not provide pension consulting. The firm also lists an affiliation with an insurance company, indicating coordination with insurance solutions may be part of its client-service mix.

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Location & Offices