CI Bluestein Private Wealth offers an individualized experience that enables us to build custom investment solutions to meet your distinct goals.
We believe capital preservation and long-term growth are critical to helping ensure your wealth can last for generations. Our commitment to risk management and always acting in your best interest is what drives our conservative approach.
We use a rigorous approach to create an asset allocation for each client, incorporating individual securities and funds, as appropriate.
We seek to custom-build portfolios to meet your objectives and provide long-term performance, while maintaining the ability to make tactical shifts to reduce risks or capture opportunities over the short term.
We provide open, ongoing communication—keeping you informed about what’s going on with the market broadly and with each investment specifically.
We use a time-tested approach that seeks to help protect our clients’ assets, while providing rewarding long-term results.
We balance risk and return to create the asset allocation we believe can best help you reach your objectives.
We seek out pockets of value within the equity and fixed income markets, then endeavor to identify the healthy, potential opportunities with a competitive edge.
We build portfolios with a focus on resiliency and flexibility to navigate unexpected economic and market conditions, as well as evolving client priorities and goals—selecting the securities, funds, cash management (and sometimes alternative) strategies that we believe will best meet your needs and our exacting standards.
We manage each portion of the portfolio dynamically, with a focus on reducing risks or capitalizing on opportunities as market conditions evolve.
We review, evaluate and adjust the investments and asset allocation of your portfolio on a regular basis to seek to ensure continued alignment with your investment goals.
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CI Bluestein Private Wealth