CSI WEALTH MANAGEMENT

Overview

CSI Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients with financial planning and discretionary portfolio management for individuals and small businesses. Its billing model includes a percentage-of-AUM fee as well as hourly and fixed-fee arrangements, allowing flexibility for both ongoing investment relationships and project-based engagement. CSI Wealth Management does not position itself as a multi-state or pension consultant adviser and is not identified as an active ESG investor. The firm does not act as a capital allocator to external managers; instead, its work appears centered on direct advice and portfolio oversight for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives