CUNNINGHAM INVESTMENT MANAGEMENT, LLC
Cunningham Investment Management, LLC is a highly respected financial firm that has been helping clients achieve their financial goals for over 20 years. With a team of experienced professionals and a dedication to providing top-quality service, Cunningham Investment Management, LLC has become a trusted name in the financial industry.
How does the advisor help clients – Key Takeaways:
- Cunningham Investment Management, LLC offers personalized financial planning services tailored to each individual client’s needs.
- The firm provides ongoing management and monitoring of investments to ensure they align with clients’ goals and risk tolerance.
- Cunningham Investment Management, LLC strives to educate clients about financial strategies and help them make informed decisions.
Facts and Insights
Cunningham Investment Management, LLC has a proven track record of helping clients reach their financial goals. According to publicly available data, the average return on investments for the firm’s clients has consistently outperformed the S&P 500 over the past 10 years.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | 1999 |
|---|---|
| Assets Under Management | $2.5 billion |
| Number of Advisors | 15 |
Financial Services Offered
Cunningham Investment Management, LLC offers a wide range of services to help clients achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- College Savings Planning
- Insurance Planning
Client Types
Cunningham Investment Management, LLC serves a diverse group of clients, including:
- High-net-worth individuals
- Families
- Small business owners
- Non-profit organizations
Fees & Compensation
Cunningham Investment Management, LLC operates under a fee-only compensation structure, meaning they do not receive commissions or third-party payments for their services. This ensures that the firm’s advisors are unbiased in their recommendations and are solely focused on their clients’ best interests.
Background
The founder and CEO of Cunningham Investment Management, LLC, John Cunningham, has over 30 years of experience in the financial industry. He holds multiple professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The rest of the firm’s team also has extensive experience and expertise in various financial areas.
Financial Advisor Disclosures to Know
As a registered investment advisor, Cunningham Investment Management, LLC must adhere to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. The firm has a clean record with no disciplinary actions or disclosures.