City Investment Advisors, Inc.

Overview

City Investment Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and serves a client base described as individual and family investors. Its fee model is a percentage of assets under management. In addition to advisory services, the firm is also engaged in insurance brokerage and other financial product sales. Per available disclosures the firm is not a capital allocator and does not identify as an active ESG investor. It appears to operate within a single-state footprint rather than as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices