Asset Management and Investments

Establishing strategies to conserve and grow your assets to meet your financial goals does not have to be complicated and confusing.  We can help you by...

  • Setting clear and specific financial goals for your investment assets
  • Understanding your personal tolerance for risk
  • Developing asset allocation strategies for your investment portfolio
  • Selecting investments for your portfolio that match your objectives
  • Establishing strategies to manage and monitor your investment portfolio
  • Periodically reviewing goals, risk tolerance, performance and strategies

We can help you plan for your financial future with confidence and precision.  Our six-step investment process is a framework for identifying, analyzing, and executing on potential investment opportunities.

  • Financial Analysis
  • Asset Allocation
  • Portfolio Strategist Selection
  • Investment Manager Selection
  • Monitoring and Rebalancing
  • Reporting

Investment Advisory Services 

We provide asset management programs, investment advisory services and privately managed accounts to high net-worth individuals, business owners, trusts, pension funds and charitable organizations.  CFG Asset Management Program is a comprehensive, fee-based investment management program offered through CERES Financial Group, Inc., a Registered Investment Advisor.

  • Mutual Funds*
  • Exchange Traded Funds (ETF)*
  • Stocks and Bonds*

Brokerage Services* 

  • Mutual Funds
  • Annuities
  • Real Estate Investment Trusts
  • Unit Investment Trusts
  • Stocks and Bonds
  • Alternative Investments

Investing is serious business- after all, it is about your financial future. There is so much information abundant and readily available that some investors opt to do it themselves. We know how challenging that can be and how valuable it is to have a team of professionals backed by a disciplined process on your side.  We invite you to take this opportunity to review our services in greater detail.   

Call us at 1-866-411-2342 to schedule an introductory meeting to learn more about our six step consulting process and our investment management team. There is no obligation. It's the first step to investing in your future. 

*Securities offered through Osaic Wealth, Inc., Member FINRA, SIPC. 
Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.