How does the advisor help clients – Key Takeaways:
CIGNA INVESTMENTS, INC. serves as a financial expert, providing professional advice and guidance to clients seeking to manage their wealth and investments. The company specializes in providing personalized financial solutions that align with the unique goals and needs of each client. Through their team of experienced advisors, CIGNA INVESTMENTS, INC. aims to help clients make sound financial decisions and achieve financial security.
Facts and Insights
Founded in 1991, CIGNA INVESTMENTS, INC. has been in the financial services industry for over 30 years. With a dedicated team of advisors, the company has established a strong presence in the market and has helped numerous clients reach their financial goals. Through their expertise and knowledge, CIGNA INVESTMENTS, INC. offers valuable insights and strategies to help clients navigate the complex world of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion+ | 100+ | 30+ years |
Financial Services Offered
CIGNA INVESTMENTS, INC. offers a wide range of financial services, including investment management, retirement planning, estate planning, and insurance services. Their team of advisors works closely with clients to understand their goals and risk tolerance, and then develops personalized strategies to help them achieve financial success. Additionally, the company provides regular portfolio reviews and ongoing support to ensure clients’ financial plans remain on track.
Client Types
CIGNA INVESTMENTS, INC. caters to a diverse group of clients, including high net worth individuals, families, and institutions. The company acknowledges that each client is unique, and thus offers tailored solutions that meet the specific needs and goals of each client. Regardless of their financial backgrounds or goals, CIGNA INVESTMENTS, INC. strives to provide exceptional service and support to all their clients.
Fees & Compensation
CIGNA INVESTMENTS, INC. operates on a fee-based compensation model, where fees are charged based on a percentage of the assets under management. This aligns the interests of the company with those of the clients, as the company only benefits if the client’s investments perform well. The fees charged are fair and transparent and are fully disclosed to clients before any services are rendered.
Background
CIGNA INVESTMENTS, INC. is a subsidiary of the global health services company, Cigna Corporation. The company has a strong financial background and leverages the resources of its parent company to provide comprehensive financial solutions to its clients. CIGNA INVESTMENTS, INC. is registered with the Securities and Exchange Commission (SEC) and adheres to strict regulatory requirements, ensuring the safety and security of clients’ investments.
Financial Advisor Disclosures to Know
As a registered investment advisor, CIGNA INVESTMENTS, INC. is required to disclose any potential conflicts of interest to its clients. These include any affiliations or relationships that may influence the company’s recommendations or decisions. Additionally, the company must disclose any disciplinary actions or complaints against its advisors to ensure transparency and trust with clients.