CIS Money Management
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A Man’s Gotta Know His Limitations…
We know what we do best – put together low risk portfolios and trade short term. We know our research. What we don’t do is try to figure out if Bolivian bonds are a better buy than Czech debt. We don’t research Italian utilities compared to Australian. We let specialists do that.

For most specialty situations, (Foreign bonds, international equities…) we use certain mutual funds that have shown their research meshes with or compliments ours. In this way we are able to get top quality management in areas where we know we need to be, but don’t have the hands-on expertise. We can’t do everything!

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Financial Planning

Money Management

Retirement Planning

Estate Planning

Senior Center

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