CSH Investment Management

Overview

CSH Investment Management is an independent registered investment adviser organized as a limited liability company that manages discretionary portfolios for individuals, families and institutional clients. The firm charges fees based on a percentage of assets under management and emphasizes portfolio management combined with financial planning. Its registrant profile shows a clear equity preference: exchange-traded equities and ETF exposure are the primary building blocks inside client accounts, supplemented by separate managed account structures. Advisory services listed include portfolio management for individuals/small businesses and for businesses or institutions, alongside financial planning. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser, though it maintains a physical presence across two states. CSH is not reported as a capital allocator, which suggests it places client capital with third-party managers rather than operating a broad in-house fund platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices