Access global expertise
You want to know your money is being stewarded by experts, not a stock broker or a robot. At CIPW, we manage our client assets using award-winning, institutional money managers who are renowned for their discipline in capital preservation and long-term track record of performance consistency. We utilize a global suite of institutional experts, specialized across 14 respective asset classes and harmonized to fit your unique risk profile and lifestyle objectives.
Our belief is that your investments should situationally reflect your and your family's long-term intentions and legacy; returns are a vehicle to getting there. The scaled and stratetically designed CIPW approach to money management affords our clients the accessibility to profound expertise at an affordable price.
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