All CIA client portfolios are custom designed to meet your risk tolerance, income needs, time horizons and overall objectives. Portfolios are typically managed with a blend of both Income and Growth oriented investments:
When you retire you need a steady cash flow to meet your daily needs and live out your dreams. At CIA, we are continually researching unique and innovative strategies that allow us to provide regular and consistent income options to clients while always focusing on capital preservation.
Our Income Investments Include:
Closed End Funds
Closed end funds are professionally managed investment companies that offer an array of benefits in the investment world. CEFs debuted in 1893, more than 30 years before the first mutual fund was formed in the United States. Click here to learn more about Closed End Funds
