The Capital Gain Investments Advisory Service will provide:
Excellent customer service - We have a unique understanding of the circumstances of workers and people living in regional areas.
Professional advice - The advice you receive will be professional and tailored to suit your individual needs. Best of all, we strive to deliver advice to members in a way that is convenient and easy to understand.
Low fees - Consistent with Capital Gain Investments´ low fee philosophy, fees are intended to be no higher than what is necessary to recover the costs of providing this valuable service to clients. Our fees can be up to 50% less than other advisors.
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Why Choose Capital Gain Investments?
Objectivity - CGI is free of bias in its recommendations regarding the selection and retention of investment managers and in choosing investment products and strategies. We do not sell investment products to our clients, thus we can choose from the entire universe of available talent.
Independence - We are not paid commissions, nor do we accept any indirect payments from investment managers, or other professionals we hire on behalf of our clients. These policies ensure the absence of any conflicts of interest.
Continuity - The team approach to client service at CGI ensures each client is served by at least two “owners” of the Firm. Our private ownership structure promises our clients a continuity of service rare in many institutions where personnel turnover is common.
Access/Buying Power - CGI's existing clients have a powerful advantage in the substantial dollars they, as a group, invest. Capital Gain Investments also pools clients’ assets, where appropriate, to maximize diversification and to obtain access to investment managers not otherwise available.
Experience - CGI has been in business since 1992. Its senior management group averages over 20 years of experience in finance and investment. CGI's substantial client base provides for a continuous interaction with many leading professionals (investment related, legal, etc.) and thus we are kept on the leading edge of new technologies, ideas and products.
