CGI Plan Advisors, Inc.

Overview

CGI Plan Advisors, Inc. is a corporation registered as an institutional registered investment adviser in 2020. The firm reports an institutional client base and emphasizes pension consulting alongside portfolio management services for smaller institutions and individual/small-business clients. Services also include educational seminars and workshops. Fee arrangements are flexible — the firm charges percentage-of-AUM fees and also uses hourly and fixed-fee structures depending on the engagement. The adviser is owned by an individual and does not identify itself as a capital allocator. It is not a multi-state adviser and does not report active ESG investing as part of its stated approach. Related-adviser relationships are not indicated.

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