At CI Gofen and Glossberg Private Wealth, we put our clients at the center of everything we do. We build deep and collaborative relationships—some that span several generations. We meet with you and your other trusted advisors to help us better understand what matters to you now and what may matter to you tomorrow in order to try to bring you the expertise and strategies you need when you need them.
We build and manage custom-tailored portfolios based on the unique goals and needs of each of our clients. We strive to protect the integrity of our clients’ portfolios across market cycles, growing wealth over the long term, rather than aiming for short-term performance targets. Our highly personal approach blends disciplined strategy, insightful research, and active decision-making.
We aim to thoroughly understand the needs of our clients, whether they be individuals, trusts, endowments, foundations, companies, or pension plans.
Trustees of endowment funds need to meet current financial needs, while protecting assets for the future. We work closely with them to help their institutions to achieve their missions by seeking to ensure that funds are managed to meet near-term obligations and to provide for future generations.
We provide individual investors with a uniquely personal approach to wealth management, custom tailoring an investment strategy and portfolio to address their particular needs and goals. We help them navigate complex markets and unexpected events to help ensure their needs are met today—and tomorrow.
In order to help attract and retain valued employees, retirement plan administrators need to deliver retirement security. We help them navigate complex and volatile investment markets and respond to the latest government rules and regulations, while seeking to preserve savings and grow capital to help make funds available when needed.
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Gofen And Glossberg Private Wealth