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Overview and Management
Establishment Year
2004
Mission
To deliver unconflicted strategic advice and tailor-made asset management services while fostering long-term partnerships with clients.
Values
Relationships, consistency of leadership, robust asset allocation, rigorous investment process, and client focus.
Investment Roles
Intermediary,Direct Investor
Participant Demographics
Serves U.S. and offshore families, endowments, and foundations. Typical clients have significant financial assets, often multi-generational, with a variety of individual, retirement, and trust accounts.
Generational Wealth Planning
Focus on multi-generational wealth planning, including estate, tax, business, and wealth planning strategies.
Risk Tolerance
References or Case Studies
Team Experience
Notable Achievements
Near-perfect client retention over 20 years.
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC Registered
Compliance History
info@csmcapitalcorp.com
Phone Number
212-400-9551
Address
New York United States