C&G specializes in individual solutions. Each client has unique goals and objectives. Because we work with a very limited number of clients, each client receives personal attention and their portfolio receives individualized analysis. C&G operates under the principle that clients are not numbers, but people with distinct circumstances. We work closely with our clients and develop personal, meaningful relationships.
The stock market does not always rise in value. The traditional Buy & Hold strategy is not guaranteed and is not the best strategy given everyone’s unique situation. C&G utilizes a non-traditional approach to investing and makes the client relationship a top priority. At C&G, we have a defined investment strategy that enables us to monitor all our clients’ portfolios effectively and efficiently.
The C&G Team Approach
Investors who chose C&G as their financial advisor have access to everyone in the firm rather than a advisor. Our mantra is that two are better than one. As a client, you will benefit from the combined knowledge and expertise of all of C&G’s advisors to plan your investments and manage your portfolio. All advisors are available to all C&G clients at any time.