CITY INVESTMENT ADVISORS, INC.

Overview

City Investment Advisors, Inc. is a very small, client-facing advisory firm focused on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also operates as an insurance broker and seller of other financial products. Its client base is individual and family oriented, and it does not position itself as an active ESG investor or a multi-state adviser. Investment activity is concentrated in equities, with a notable tilt toward non-exchange traded equities — roughly half of reported assets sit in that bucket. Portfolios are managed on a non-discretionary basis, which indicates clients retain final trade authority and the adviser provides ongoing investment recommendations and portfolio oversight rather than autonomous trading. Given the firm’s size and business mix, its work likely combines straightforward equity and mutual fund allocations with packaged insurance solutions where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices