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CSI Funds (Management Service) in Active Trader Links Directory

CSI Capital Management Inc. was established in 1978 to provide wealth management services to a wide array of affluent individuals and families. At CSI, we make every effort to provide our clients with a platform to preserve, enhance, and accumulate their wealth. We believe this endeavor requires a client-centric approach that aggregates the appropriate professional disciplines to afford each client a comprehensive, unique, and successful wealth management experience. In order to prudently plan and manage our clients’ financial assets we work very closely with each client to help them understand how taxes, family and living expenses, and capital allocation impact the preservation and accumulation of their resources. Integral to the planning process is a shared effort between client and advisor to establish realistic goals and objectives. Only after carefully considering these initial steps can an investment plan be developed and implemented. CSI holds firm to the belief that careful planning combined with a diversified portfolio of high-quality assets offers the best opportunity for successful wealth management.

Address: 600 California Street, 18th Floor, San Francisco, CA 94108
Telephone: (415) 354-3000
Fax: (415) 956-3231
Website: http://www.csifunds.com/