CIGNA INVESTMENTS, INC.

RIASEC RegisteredEst. 1982
Total AUM
$25.8B
Discretionary
$25.8B
100% of AUM
Avg account
$314M
Accounts
82
Employees
108
Advisory reps
4

Firm details

Headquarters
BLOOMFIELD, Connecticut
CRD number
105811
Registered since
December 14, 1982
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Other
Client types
  • Insurance Companies56.86%
  • Pension & Profit Sharing Plans14.86%
  • Pooled Investment Vehicles13.14%
  • Other10.67%
  • Corporations / Businesses3.99%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cigna Investments, Inc. operates as a corporate, institutional asset manager with roots dating to 1982. The firm is positioned as a multifaceted fund manager with a classification that includes real estate fund activity. Its client base is institutional, and its advisory mandate covers portfolio management for pooled investment vehicles and for businesses or institutions, plus the selection of third‑party advisers. The firm is also identified as a commodity pool operator/commodity trading adviser and maintains industry affiliations that include broker‑dealer, other investment adviser and insurance company relationships. Fee arrangements include percentage‑of‑AUM structures and other negotiated fees. The firm does not report being an active ESG investor and is not described as a multi‑state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 45%, Cash & Cash Equivalents 22%, Non-Exchange Traded Equities 11%, Private Funds 9%, Other 6%, Non-Investment Grade Corp Bonds 5%, US Government Bonds 1%, Sovereign Bonds 1%45%
  • Investment Grade Corp Bonds45%
  • Cash & Cash Equivalents22%
  • Non-Exchange Traded Equities11%
  • Private Funds9%
  • Other6%

Owners & executives

1 of 1
  • LISA CANDERA

    Chief Compliance OfficerCRD 7077175

Contacts

3 of 3
  • CHRISTOPHER SNOW

    DirectorCRD 5772680

  • Tracy Labonte

    PresidentCRD 7674883

  • DAVID RUSSELL

    Senior DirectorCRD 6378251

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$29.9M in ETFs

Passive

100%

$29.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT)BlackRockPassiveLarge Blend$29.9M209,887100.00%

Location

Primary office

BLOOMFIELD, CT

HARTFORD

Location

BLOOMFIELD, CT

Headquartered in BLOOMFIELD, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
HARTFORD
Address
900 Cottage Grove Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth