Company
CI Associates is an independent firm of international financial advisors. We provide tailor-made financial solutions developed through comprehensive analysis and a personalized approach. Our boutique methodology and genuine interest in our clients’ evolving needs, enables us to work together to reach specific goals.
We see our clients as individuals, therefore our financial planning solutions and investment strategies are designed and implemented to adapt to an ever-changing international environment.
Philosophy
Our philosophy is that we work exclusively for, and with, our clients in helping them preserve and enhance their wealth, sourcing the best investment opportunities, according to an individual’s risk profile.
Through this approach, we offer the opportunity to simplify our clients’ life by working with an independent advisor who coordinates the services from a group of qualified professionals with expertise in multiple disciplines.
We listen, understand, and act to make things happen so that you can enjoy more from life, as you define it.
USD
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Commitment
All consultations are treated in the strictest confidence and we are committed to provide the best solution to meet your individual circumstances.
We look to build a relationship for life and carry out regular reviews adapting our strategy as your situation, and that of your surrounding environment, changes and develops.
- CONTACT US -
"You can send us an email or communicate directly with any of our offices”